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 8-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.1 year Filed as: STRATEGIC ADVISORS INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,525 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,847 |
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 | $58,053 | $95,274-39.1% | $135,903-57.3% | $74,419-22.0% |
| Participation rate | 96.5% | 78.2%+18.3pp | 81.9%+14.6pp | 70.7%+25.7pp |
| Annual return | 35.20% | 32.77%+2.4pp | 68.23%-33.0pp | 34.38%+0.8pp |
| Employer contribution / active EE | $9,587 | $3,874+147.5% | $4,856+97.4% | $2,637+263.5% |
| Participant deferral / active EE | $16,224 | $7,782+108.5% | $7,758+109.1% | $4,528+258.3% |
| Admin fee / account holder | $19 | $266-92.7% | $10,762-99.8% | $348-94.4% |