See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $50,469 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $16,800 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$77,246 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,670 | $84,993-29.8% | $129,995-54.1% | $80,160-25.6% |
| Participation rate | 81.0% | 79.5%+1.5pp | 78.5%+2.5pp | 72.9%+8.1pp |
| Annual return | 26.40% | 23.76%+2.6pp | -137.18%+163.6pp | 40.38%-14.0pp |
| Employer contribution / active EE | $946 | $3,051-69.0% | $4,320-78.1% | $2,978-68.2% |
| Participant deferral / active EE | $2,559 | $4,984-48.7% | $5,820-56.0% | $5,017-49.0% |
| Admin fee / account holder | -$3 | $391-100.9% | $10,614-100.0% | $145-102.4% |