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) | $297,556 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,735 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $314,972 | $94,621+232.9% | $138,135+128.0% | $73,409+329.1% |
| Participation rate | 94.9% | 83.4%+11.5pp | 78.7%+16.2pp | 72.2%+22.8pp |
| Annual return | 13.65% | 16.57%-2.9pp | 20.51%-6.9pp | 59.29%-45.6pp |
| Employer contribution / active EE | $6,265 | $4,410+42.1% | $5,587+12.1% | $2,234+180.5% |
| Participant deferral / active EE | $13,340 | $6,199+115.2% | $6,431+107.4% | $3,805+250.6% |
| Admin fee / account holder | $234 | $140+66.6% | $11,856-98.0% | $158+48.0% |