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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,194 |
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).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,694 | $67,512-54.5% | $185,823-83.5% | $93,030-67.0% |
| Participation rate | 93.2% | 67.1%+26.1pp | 81.7%+11.5pp | 73.9%+19.3pp |
| Annual return | 15.54% | 21.04%-5.5pp | 122.05%-106.5pp | 158.70%-143.2pp |
| Employer contribution / active EE | $8 | $1,783-99.5% | $5,167-99.8% | $2,706-99.7% |
| Participant deferral / active EE | $3,161 | $3,035+4.1% | $5,568-43.2% | $4,562-30.7% |
| Admin fee / account holder | $12 | $318-96.2% | $16,237-99.9% | $152-92.0% |