See peer percentile detail. $4.99 for your first month.
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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.4 years Filed as: STRATEGIC CAPITAL INVEST ADVS., INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $47,500 |
LEGACY PROFESSIONALS LLP5+ years Service code 10 · EIN 32-0043599 | Accounting | $44,327 |
MARY MCMULLIN2 years Service code 30 · EIN 36-6754873 | Employee (plan) | $37,194 |
JOHNSON & KROL, LLC5+ years Service code 29 · EIN 36-4342024 | Legal | $14,250 |
Filed as: JIM KLEMME Service code 10 8159 W. BRYN MAWR · CHICAGO, IL 606312940 | Accounting | $7,220 |
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 | $119,632 | $66,051+81.1% | $92,893+28.8% | $77,787+53.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 14.57% | 20.69%-6.1pp | 109.41%-94.8pp | 32.57%-18.0pp |
| Employer contribution / active EE | $4,710 | $3,426+37.5% | $3,653+28.9% | $2,504+88.1% |
| Participant deferral / active EE | $1,259 | $3,013-58.2% | $4,236-70.3% | $3,967-68.3% |
| Admin fee / account holder | $777 | $148+425.7% | $5,794-86.6% | $100+676.5% |