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 4-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) | $90,195 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $6,650 |
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 | $54,373 | $130,141-58.2% | $86,677-37.3% | $77,904-30.2% |
| Participation rate | 87.3% | 85.9%+1.4pp | 76.6%+10.8pp | 73.7%+13.7pp |
| Annual return | -15.48% | -12.75%-2.7pp | 35.91%-51.4pp | 12.21%-27.7pp |
| Employer contribution / active EE | $3,022 | $3,220-6.1% | $2,836+6.6% | $2,848+6.1% |
| Participant deferral / active EE | $5,519 | $5,757-4.1% | $4,656+18.5% | $4,806+14.8% |
| Admin fee / account holder | $38 | $132-70.9% | $7,493-99.5% | $133-71.1% |