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) | $15,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,738 |
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 | $92,457 | $74,188+24.6% | $115,756-20.1% | $64,808+42.7% |
| Participation rate | 95.9% | 76.2%+19.7pp | 77.1%+18.9pp | 71.5%+24.5pp |
| Annual return | -14.42% | -11.81%-2.6pp | 143.14%-157.6pp | 32.82%-47.2pp |
| Employer contribution / active EE | $3,745 | $3,365+11.3% | $3,793-1.3% | $2,506+49.5% |
| Participant deferral / active EE | $8,252 | $5,294+55.9% | $6,254+32.0% | $4,310+91.4% |
| Admin fee / account holder | $39 | $148-73.6% | $8,124-99.5% | $188-79.2% |