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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,352 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,738 |
Annual investment return 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 | $145,974 | $86,655+68.5% | $119,609+22.0% | $66,914+118.2% |
| Participation rate | 84.0% | 75.6%+8.4pp | 79.3%+4.7pp | 69.8%+14.2pp |
| Annual return | -18.98% | -8.00%-11.0pp | -14.97%-4.0pp | 1.58%-20.6pp |
| Employer contribution / active EE | $3,953 | $2,536+55.9% | $4,232-6.6% | $2,544+55.4% |
| Participant deferral / active EE | $14,129 | $4,358+224.2% | $5,602+152.2% | $4,237+233.5% |
| Admin fee / account holder | $3 | $755-99.6% | $10,323-100.0% | $593-99.5% |