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 9-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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,900 |
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 | $125,661 | $88,083+42.7% | $164,813-23.8% | $74,495+68.7% |
| Participation rate | 89.7% | 73.0%+16.7pp | 78.6%+11.1pp | 67.2%+22.5pp |
| Annual return | 15.73% | 17.26%-1.5pp | 69.93%-54.2pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $5,269 | $2,593+103.2% | $4,341+21.4% | $2,623+100.9% |
| Participant deferral / active EE | $7,746 | $4,498+72.2% | $6,031+28.4% | $4,346+78.2% |
| Admin fee / account holder | $105 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |