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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,042 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,617 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,531 | $86,225-28.6% | $146,665-58.0% | $86,799-29.1% |
| Participation rate | 68.2% | 78.0%-9.7pp | 80.1%-11.8pp | 72.3%-4.0pp |
| Annual return | 16.11% | 31.23%-15.1pp | 22.74%-6.6pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,692 | $2,392+12.5% | $4,136-34.9% | $2,405+11.9% |
| Participant deferral / active EE | $6,191 | $4,245+45.9% | $5,506+12.5% | $4,131+49.9% |
| Admin fee / account holder | $40 | $195-79.8% | $10,280-99.6% | $170-76.7% |