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 7-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) | $11,084 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,206 |
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 | $78,716 | $82,978-5.1% | $129,995-39.4% | $71,457+10.2% |
| Participation rate | 97.5% | 74.1%+23.4pp | 78.5%+19.0pp | 67.9%+29.5pp |
| Annual return | 18.19% | 20.60%-2.4pp | -137.18%+155.4pp | 28.85%-10.7pp |
| Employer contribution / active EE | $6,205 | $2,622+136.7% | $4,320+43.6% | $2,588+139.8% |
| Participant deferral / active EE | $13,812 | $4,432+211.7% | $5,820+137.3% | $4,289+222.0% |
| Admin fee / account holder | $36 | $1,729-97.9% | $10,614-99.7% | $1,587-97.7% |