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) | $16,430 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,427 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $105,348 | $82,978+27.0% | $129,995-19.0% | $71,457+47.4% |
| Participation rate | 97.4% | 74.1%+23.3pp | 78.5%+18.9pp | 67.9%+29.5pp |
| Annual return | 10.60% | 20.60%-10.0pp | -137.18%+147.8pp | 28.85%-18.2pp |
| Employer contribution / active EE | $3,312 | $2,622+26.3% | $4,320-23.3% | $2,588+28.0% |
| Participant deferral / active EE | $6,352 | $4,432+43.3% | $5,820+9.1% | $4,289+48.1% |
| Admin fee / account holder | $8 | $1,729-99.6% | $10,614-99.9% | $1,587-99.5% |