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 3-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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,244 |
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 | $159,794 | $104,697+52.6% | $96,544+65.5% | $80,160+99.3% |
| Participation rate | 91.6% | 86.4%+5.2pp | 76.0%+15.6pp | 72.9%+18.7pp |
| Annual return | 19.09% | 21.78%-2.7pp | 25.84%-6.7pp | 40.38%-21.3pp |
| Employer contribution / active EE | $5,958 | $3,536+68.5% | $2,965+101.0% | $2,978+100.1% |
| Participant deferral / active EE | $8,021 | $6,188+29.6% | $4,851+65.3% | $5,017+59.9% |
| Admin fee / account holder | $62 | $107-41.6% | $8,252-99.2% | $145-57.0% |