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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,102 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,413 |
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 | $146,057 | $65,435+123.2% | $86,677+68.5% | $66,914+118.3% |
| Participation rate | 95.7% | 75.5%+20.2pp | 76.6%+19.1pp | 69.8%+25.8pp |
| Annual return | -16.37% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,186 | $2,153+48.0% | $2,836+12.3% | $2,544+25.2% |
| Participant deferral / active EE | $6,693 | $4,100+63.2% | $4,656+43.8% | $4,237+58.0% |
| Admin fee / account holder | $38 | $642-94.0% | $7,493-99.5% | $593-93.5% |