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) | $8,702 |
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 | $243,592 | $93,131+161.6% | $106,548+128.6% | $86,799+180.6% |
| Participation rate | 94.0% | 81.4%+12.6pp | 76.1%+17.9pp | 72.3%+21.7pp |
| Annual return | 15.95% | 19.45%-3.5pp | 26.80%-10.9pp | 97.91%-82.0pp |
| Employer contribution / active EE | $9,196 | $2,895+217.6% | $2,819+226.2% | $2,405+282.3% |
| Participant deferral / active EE | $9,803 | $4,708+108.2% | $4,398+122.9% | $4,131+137.3% |
| Admin fee / account holder | -$289 | $145-299.0% | $7,407-103.9% | $170-270.3% |