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 Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $47,000 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $45,938 |
MARY MCMULLIN1 year Service code 30 · EIN 36-6754873 | Employee (plan) | $36,197 |
JOHNSON & KROL, LLC4+ years Service code 29 · EIN 36-4342024 | Legal | $24,801 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,420 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,868 | $60,396+67.0% | $83,848+20.3% | $75,289+34.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -2.37% | 3.84%-6.2pp | 850.88%-853.2pp | -0.04%-2.3pp |
| Employer contribution / active EE | $4,342 | $3,343+29.9% | $3,631+19.6% | $2,405+80.6% |
| Participant deferral / active EE | $1,321 | $2,922-54.8% | $4,082-67.6% | $3,739-64.7% |
| Admin fee / account holder | $741 | $141+424.5% | $5,478-86.5% | $102+624.1% |