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) | $17,687 |
WRIGHT FORD YOUNG & CO3 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $15,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,406 |
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 | $55,939 | $88,087-36.5% | $164,866-66.1% | $74,546-25.0% |
| Participation rate | 93.6% | 73.1%+20.5pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 13.14% | 17.27%-4.1pp | 69.97%-56.8pp | 1366.03%-1352.9pp |
| Employer contribution / active EE | $3,201 | $2,595+23.3% | $4,343-26.3% | $2,624+22.0% |
| Participant deferral / active EE | $5,548 | $4,499+23.3% | $6,033-8.0% | $4,347+27.6% |
| Admin fee / account holder | $145 | $2,232-93.5% | $12,689-98.9% | $1,944-92.5% |