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 |
|---|---|---|
Service code 27 · EIN 41-2212501 | Advisory (Plan) | $40,080 |
STRATEGIC ADVISORS, INC.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,949 |
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 | $76,266 | $78,419-2.7% | $133,956-43.1% | $73,409+3.9% |
| Participation rate | 77.3% | 78.6%-1.3pp | 79.8%-2.5pp | 72.2%+5.2pp |
| Annual return | 13.60% | 33.35%-19.7pp | 45.09%-31.5pp | 59.29%-45.7pp |
| Employer contribution / active EE | $3,018 | $2,044+47.7% | $3,919-23.0% | $2,234+35.1% |
| Participant deferral / active EE | $6,480 | $3,925+65.1% | $5,048+28.4% | $3,805+70.3% |
| Admin fee / account holder | $63 | $161-60.7% | $8,927-99.3% | $158-59.8% |