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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,458 |
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 | $111,138 | $100,801+10.3% | $149,696-25.8% | $73,409+51.4% |
| Participation rate | 79.6% | 77.7%+1.9pp | 82.5%-2.9pp | 72.2%+7.4pp |
| Annual return | 22.14% | 265.34%-243.2pp | 276.60%-254.5pp | 59.29%-37.2pp |
| Employer contribution / active EE | $1,849 | $3,312-44.2% | $4,644-60.2% | $2,234-17.2% |
| Participant deferral / active EE | $8,630 | $6,404+34.8% | $6,842+26.1% | $3,805+126.8% |
| Admin fee / account holder | $20 | $181-89.1% | $9,309-99.8% | $158-87.6% |