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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,760 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$236,706 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,460 | $92,055+143.8% | $106,213+111.3% | $77,643+189.1% |
| Participation rate | 97.0% | 81.0%+16.0pp | 75.3%+21.7pp | 70.6%+26.4pp |
| Annual return | 14.91% | 17.91%-3.0pp | 116.14%-101.2pp | 31.24%-16.3pp |
| Employer contribution / active EE | $11,063 | $3,367+228.6% | $3,171+248.8% | $2,726+305.8% |
| Participant deferral / active EE | $11,099 | $5,386+106.1% | $5,016+121.3% | $4,647+138.8% |
| Admin fee / account holder | -$233 | $219-206.4% | $11,033-102.1% | $430-154.2% |