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 | $129,021-7.8% | $184,203-35.4% | $77,643+53.1% |
| Participation rate | 98.0% | 87.3%+10.6pp | 86.8%+11.1pp | 70.6%+27.4pp |
| Annual return | 21.39% | 33.27%-11.9pp | 28.81%-7.4pp | 31.24%-9.9pp |
| Employer contribution / active EE | $5,435 | $4,413+23.2% | $6,427-15.4% | $2,726+99.4% |
| Participant deferral / active EE | $16,382 | $7,297+124.5% | $9,131+79.4% | $4,647+252.5% |
| Admin fee / account holder | $33 | $254-87.1% | $13,901-99.8% | $430-92.4% |