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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,113 |
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 | $68,958 | $101,499-32.1% | $147,005-53.1% | $74,546-7.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.24% | 8732.34%-8715.1pp | 418.76%-401.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $6,801 | $3,811+78.5% | $4,934+37.8% | $2,624+159.2% |
| Participant deferral / active EE | $14,851 | $7,304+103.3% | $8,070+84.0% | $4,347+241.6% |
| Admin fee / account holder | $16 | $1,748-99.1% | $13,006-99.9% | $1,944-99.2% |