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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $252,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | $63,831 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $18,500 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $453,418 | $78,339+478.8% | $85,682+429.2% | $93,030+387.4% |
| Participation rate | 96.1% | 72.5%+23.6pp | 69.9%+26.2pp | 73.9%+22.2pp |
| Annual return | 15.56% | 21.17%-5.6pp | 21.49%-5.9pp | 158.70%-143.1pp |
| Employer contribution / active EE | $0 | $2,560-100.0% | $2,618-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $18,713 | $3,882+382.1% | $3,923+377.0% | $4,562+310.2% |
| Admin fee / account holder | $104 | $104+0.4% | $6,873-98.5% | $152-31.2% |