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) | $221,187 |
Service code 37 · EIN 04-2647786 | Loan Processing | $212,440 |
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 | $128,567 | $110,299+16.6% | $102,423+25.5% | $199,593-35.6% |
| Participation rate | 91.2% | 86.3%+4.9pp | 76.5%+14.7pp | 72.0%+19.3pp |
| Annual return | 14.08% | 35.73%-21.7pp | 29.32%-15.2pp | 34.25%-20.2pp |
| Employer contribution / active EE | $5,483 | $3,603+52.2% | $3,023+81.3% | $3,034+80.7% |
| Participant deferral / active EE | $6,947 | $6,376+9.0% | $5,053+37.5% | $5,087+36.6% |
| Admin fee / account holder | $106 | $122-13.3% | $9,451-98.9% | $269-60.6% |