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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $408,615 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,712 |
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 | $88,457 | $63,321+39.7% | $68,791+28.6% | $77,904+13.5% |
| Participation rate | 74.9% | 71.1%+3.8pp | 69.0%+5.9pp | 73.7%+1.2pp |
| Annual return | -16.89% | -6.50%-10.4pp | -6.38%-10.5pp | 12.21%-29.1pp |
| Employer contribution / active EE | $3,756 | $2,794+34.5% | $2,655+41.5% | $2,848+31.9% |
| Participant deferral / active EE | $8,259 | $4,029+105.0% | $3,941+109.6% | $4,806+71.8% |
| Admin fee / account holder | $63 | $104-39.5% | $4,932-98.7% | $133-52.4% |