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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,053 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,559 |
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 | $86,801 | $49,693+74.7% | $70,515+23.1% | $74,419+16.6% |
| Participation rate | 91.2% | 64.7%+26.5pp | 68.3%+22.8pp | 70.7%+20.5pp |
| Annual return | 15.27% | 21.22%-5.9pp | 32.77%-17.5pp | 34.38%-19.1pp |
| Employer contribution / active EE | $1,004 | $1,773-43.4% | $2,973-66.2% | $2,637-61.9% |
| Participant deferral / active EE | $8,280 | $3,376+145.3% | $4,567+81.3% | $4,528+82.9% |
| Admin fee / account holder | $11 | $316-96.6% | $6,412-99.8% | $348-96.9% |