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) | $390,385 |
Service code 37 · EIN 04-2647786 | Loan Processing | $181,410 |
Form 5500 reported that benefits due were not provided when due.
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 | $174,021 | $118,464+46.9% | $96,544+80.3% | $103,482+68.2% |
| Participation rate | 99.6% | 89.0%+10.6pp | 76.0%+23.6pp | 73.3%+26.3pp |
| Annual return | 25.60% | 18.79%+6.8pp | 25.84%-0.2pp | 33.11%-7.5pp |
| Employer contribution / active EE | $3,422 | $4,210-18.7% | $2,965+15.4% | $3,208+6.7% |
| Participant deferral / active EE | $8,949 | $7,277+23.0% | $4,851+84.5% | $5,207+71.8% |
| Admin fee / account holder | $55 | $81-32.1% | $8,252-99.3% | $114-51.8% |