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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $412,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$72,814 |
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 | $105,911 | $70,115+51.1% | $70,515+50.2% | $80,160+32.1% |
| Participation rate | 76.1% | 71.7%+4.5pp | 68.3%+7.8pp | 72.9%+3.2pp |
| Annual return | 19.69% | 134.51%-114.8pp | 32.77%-13.1pp | 40.38%-20.7pp |
| Employer contribution / active EE | $3,782 | $3,021+25.2% | $2,973+27.2% | $2,978+27.0% |
| Participant deferral / active EE | $8,681 | $4,495+93.1% | $4,567+90.1% | $5,017+73.0% |
| Admin fee / account holder | $66 | $112-41.5% | $6,412-99.0% | $145-54.7% |