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 7-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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,950 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,321 |
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 | $74,450 | $53,165+40.0% | $86,188-13.6% | $74,4190% |
| Participation rate | 54.0% | 64.9%-10.8pp | 69.0%-14.9pp | 70.7%-16.7pp |
| Annual return | 16.33% | 22.64%-6.3pp | 1168.45%-1152.1pp | 34.38%-18.0pp |
| Employer contribution / active EE | $1,948 | $1,210+61.0% | $2,380-18.1% | $2,637-26.1% |
| Participant deferral / active EE | $3,313 | $3,234+2.4% | $3,985-16.9% | $4,528-26.8% |
| Admin fee / account holder | $55 | $551-90.1% | $6,852-99.2% | $348-84.3% |