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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $44,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,619 |
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 | $108,607 | $66,457+63.4% | $81,382+33.5% | $77,643+39.9% |
| Participation rate | 86.7% | 68.7%+18.0pp | 69.5%+17.2pp | 70.6%+16.1pp |
| Annual return | 17.24% | 15.93%+1.3pp | 24.73%-7.5pp | 31.24%-14.0pp |
| Employer contribution / active EE | $5,611 | $2,159+159.8% | $2,463+127.8% | $2,726+105.8% |
| Participant deferral / active EE | $14,159 | $3,679+284.9% | $3,883+264.6% | $4,647+204.7% |
| Admin fee / account holder | $40 | $583-93.1% | $5,768-99.3% | $430-90.7% |