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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $195,658 |
COOK STREET CONSULTING1+ years Service code 17 · EIN 84-0854432 | Pension Consulting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $72,990 | $54,281+34.5% | $60,547+20.6% | $59,188+23.3% |
| Participation rate | 68.4% | 66.8%+1.6pp | 68.0%+0.5pp | 69.4%-1.0pp |
| Annual return | -0.05% | 1.74%-1.8pp | 335.64%-335.7pp | 5.51%-5.6pp |
| Employer contribution / active EE | $2,584 | $2,031+27.2% | $2,419+6.8% | $2,098+23.2% |
| Participant deferral / active EE | $5,445 | $2,789+95.3% | $3,328+63.6% | $3,265+66.8% |
| Admin fee / account holder | $61 | $64-5.6% | $4,536-98.7% | $92-34.0% |