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) | $11,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $694 |
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 | $66,052 | $72,254-8.6% | $86,677-23.8% | $64,808+1.9% |
| Participation rate | 96.7% | 80.4%+16.3pp | 76.6%+20.1pp | 71.5%+25.2pp |
| Annual return | -15.96% | 392.42%-408.4pp | 35.91%-51.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,762 | $2,393+15.4% | $2,836-2.6% | $2,506+10.2% |
| Participant deferral / active EE | $5,420 | $4,658+16.4% | $4,656+16.4% | $4,310+25.7% |
| Admin fee / account holder | $33 | $174-80.9% | $7,493-99.6% | $188-82.3% |