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) | $9,083 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,463 |
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 | $201,944 | $130,194+55.1% | $169,993+18.8% | $71,457+182.6% |
| Participation rate | 86.6% | 86.1%+0.4pp | 87.0%-0.4pp | 67.9%+18.7pp |
| Annual return | 24.64% | 20.37%+4.3pp | 53.37%-28.7pp | 28.85%-4.2pp |
| Employer contribution / active EE | $2,126 | $4,381-51.5% | $6,785-68.7% | $2,588-17.8% |
| Participant deferral / active EE | $18,298 | $6,923+164.3% | $10,408+75.8% | $4,289+326.6% |
| Admin fee / account holder | $55 | $966-94.3% | $12,815-99.6% | $1,587-96.5% |