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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,979 |
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 | $182,751 | $81,908+123.1% | $90,749+101.4% | $64,808+182.0% |
| Participation rate | 94.4% | 80.5%+13.9pp | 75.7%+18.7pp | 71.5%+22.9pp |
| Annual return | -14.78% | -12.53%-2.2pp | -12.16%-2.6pp | 32.82%-47.6pp |
| Employer contribution / active EE | $9,541 | $3,065+211.3% | $2,921+226.6% | $2,506+280.7% |
| Participant deferral / active EE | $9,612 | $4,840+98.6% | $4,564+110.6% | $4,310+123.0% |
| Admin fee / account holder | -$242 | $157-254.1% | $8,445-102.9% | $188-229.0% |