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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,122 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,842 |
Form 5500 reported that benefits due were not provided when due.
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 | $125,643 | $26,906+367.0% | $61,373+104.7% | $77,904+61.3% |
| Participation rate | 96.6% | 33.4%+63.1pp | 52.6%+44.0pp | 73.7%+22.9pp |
| Annual return | -16.71% | -14.46%-2.2pp | 338.61%-355.3pp | 12.21%-28.9pp |
| Employer contribution / active EE | $7,835 | $521+1404.0% | $1,159+575.8% | $2,848+175.1% |
| Participant deferral / active EE | $6,130 | $1,180+419.4% | $2,125+188.5% | $4,806+27.6% |
| Admin fee / account holder | $14 | $117-88.2% | $2,130-99.3% | $133-89.6% |