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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $825 |
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 | $118,905 | $129,095-7.9% | $184,200-35.4% | $77,671+53.1% |
| Participation rate | 98.0% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 21.39% | 33.29%-11.9pp | 28.80%-7.4pp | 31.21%-9.8pp |
| Employer contribution / active EE | $5,435 | $4,410+23.2% | $6,424-15.4% | $2,726+99.3% |
| Participant deferral / active EE | $16,382 | $7,300+124.4% | $9,132+79.4% | $4,648+252.5% |
| Admin fee / account holder | $33 | $256-87.2% | $13,907-99.8% | $430-92.4% |