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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,586 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$18,876 |
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 | $117,848 | $88,083+33.8% | $164,813-28.5% | $74,495+58.2% |
| Participation rate | 95.6% | 73.0%+22.5pp | 78.6%+17.0pp | 67.2%+28.4pp |
| Annual return | 30.51% | 17.26%+13.2pp | 69.93%-39.4pp | 1364.94%-1334.4pp |
| Employer contribution / active EE | $2,458 | $2,593-5.2% | $4,341-43.4% | $2,623-6.3% |
| Participant deferral / active EE | $6,608 | $4,498+46.9% | $6,031+9.6% | $4,346+52.0% |
| Admin fee / account holder | $6 | $2,234-99.7% | $12,690-100.0% | $1,942-99.7% |