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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $126,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,086 |
Employer contribution per participant 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 | $110,952 | $95,388+16.3% | $125,339-11.5% | $77,904+42.4% |
| Participation rate | 75.6% | 78.6%-3.0pp | 82.4%-6.7pp | 73.7%+1.9pp |
| Annual return | -2.32% | 116.19%-118.5pp | 572.05%-574.4pp | 12.21%-14.5pp |
| Employer contribution / active EE | $775 | $3,666-78.9% | $4,814-83.9% | $2,848-72.8% |
| Participant deferral / active EE | $6,371 | $7,711-17.4% | $7,446-14.4% | $4,806+32.6% |
| Admin fee / account holder | $57 | $119-52.4% | $10,010-99.4% | $133-57.3% |