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) | $11,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$49,094 |
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 | $184,162 | $92,055+100.1% | $106,213+73.4% | $77,643+137.2% |
| Participation rate | 87.9% | 81.0%+6.8pp | 75.3%+12.6pp | 70.6%+17.3pp |
| Annual return | 14.71% | 17.91%-3.2pp | 116.14%-101.4pp | 31.24%-16.5pp |
| Employer contribution / active EE | $4,995 | $3,367+48.3% | $3,171+57.5% | $2,726+83.2% |
| Participant deferral / active EE | $6,694 | $5,386+24.3% | $5,016+33.4% | $4,647+44.0% |
| Admin fee / account holder | -$49 | $219-122.5% | $11,033-100.4% | $430-111.5% |