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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,669 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
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 | $169,160 | $82,978+103.9% | $129,995+30.1% | $71,457+136.7% |
| Participation rate | 84.7% | 74.1%+10.6pp | 78.5%+6.2pp | 67.9%+16.8pp |
| Annual return | 22.65% | 20.60%+2.0pp | -137.18%+159.8pp | 28.85%-6.2pp |
| Employer contribution / active EE | $4,412 | $2,622+68.3% | $4,320+2.1% | $2,588+70.5% |
| Participant deferral / active EE | $13,839 | $4,432+212.3% | $5,820+137.8% | $4,289+222.7% |
| Admin fee / account holder | $72 | $1,729-95.9% | $10,614-99.3% | $1,587-95.5% |