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 3-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $64,026 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,129 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,864 | $88,890+1.1% | $102,423-12.3% | $77,643+15.7% |
| Participation rate | 90.6% | 80.9%+9.7pp | 76.5%+14.1pp | 70.6%+20.0pp |
| Annual return | -5.44% | 24.98%-30.4pp | 29.32%-34.8pp | 31.24%-36.7pp |
| Employer contribution / active EE | $3,684 | $2,698+36.6% | $3,023+21.9% | $2,726+35.2% |
| Participant deferral / active EE | $8,837 | $5,145+71.7% | $5,053+74.9% | $4,647+90.2% |
| Admin fee / account holder | $128 | $235-45.5% | $9,451-98.6% | $430-70.2% |