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 6-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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $106,163 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,660 |
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 | $43,633 | $95,274-54.2% | $135,903-67.9% | $74,419-41.4% |
| Participation rate | 98.5% | 78.2%+20.3pp | 81.9%+16.6pp | 70.7%+27.8pp |
| Annual return | 21.85% | 32.77%-10.9pp | 68.23%-46.4pp | 34.38%-12.5pp |
| Employer contribution / active EE | $4,340 | $3,874+12.0% | $4,856-10.6% | $2,637+64.5% |
| Participant deferral / active EE | $13,180 | $7,782+69.4% | $7,758+69.9% | $4,528+191.1% |
| Admin fee / account holder | $87 | $266-67.2% | $10,762-99.2% | $348-74.9% |