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.9+ years Service code 26 · EIN 04-2654524 | Advisory (Participants) | $137,801 |
Service code 37 · EIN 04-2647786 | Loan Processing | $46,924 |
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 | $127,278 | $107,459+18.4% | $135,903-6.3% | $80,160+58.8% |
| Participation rate | 77.5% | 78.0%-0.5pp | 81.9%-4.4pp | 72.9%+4.6pp |
| Annual return | 20.84% | 91.91%-71.1pp | 68.23%-47.4pp | 40.38%-19.5pp |
| Employer contribution / active EE | $906 | $3,877-76.6% | $4,856-81.3% | $2,978-69.6% |
| Participant deferral / active EE | $10,153 | $8,195+23.9% | $7,758+30.9% | $5,017+102.4% |
| Admin fee / account holder | $69 | $127-45.8% | $10,762-99.4% | $145-52.5% |