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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,974 |
Service code 37 · EIN 04-2647786 | Loan Processing | $908 |
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 | $98,829 | $82,202+20.2% | $125,339-21.2% | $64,808+52.5% |
| Participation rate | 93.3% | 77.9%+15.4pp | 82.4%+10.9pp | 71.5%+21.8pp |
| Annual return | -16.95% | 3.48%-20.4pp | 572.05%-589.0pp | 32.82%-49.8pp |
| Employer contribution / active EE | $6,267 | $3,615+73.3% | $4,814+30.2% | $2,506+150.1% |
| Participant deferral / active EE | $15,634 | $7,175+117.9% | $7,446+109.9% | $4,310+262.7% |
| Admin fee / account holder | $32 | $163-80.2% | $10,010-99.7% | $188-82.8% |