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) | $14,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,363 |
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 | $84,501 | $99,078-14.7% | $96,544-12.5% | $74,419+13.5% |
| Participation rate | 98.7% | 80.7%+18.0pp | 76.0%+22.7pp | 70.7%+28.0pp |
| Annual return | 20.23% | 22.48%-2.2pp | 25.84%-5.6pp | 34.38%-14.1pp |
| Employer contribution / active EE | $3,017 | $2,570+17.4% | $2,965+1.8% | $2,637+14.4% |
| Participant deferral / active EE | $6,135 | $4,933+24.4% | $4,851+26.5% | $4,528+35.5% |
| Admin fee / account holder | $43 | $225-80.9% | $8,252-99.5% | $348-87.7% |