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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,760 |
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 | $208,890 | $84,784+146.4% | $98,439+112.2% | $74,419+180.7% |
| Participation rate | 90.8% | 81.5%+9.3pp | 75.2%+15.7pp | 70.7%+20.1pp |
| Annual return | 17.68% | 20.59%-2.9pp | 21.16%-3.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $9,709 | $3,364+188.6% | $3,048+218.6% | $2,637+268.1% |
| Participant deferral / active EE | $9,553 | $5,218+83.1% | $4,738+101.6% | $4,528+111.0% |
| Admin fee / account holder | -$222 | $204-208.5% | $8,948-102.5% | $348-163.8% |