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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,746 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,514 |
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 | $110,035 | $55,416+98.6% | $75,972+44.8% | $77,643+41.7% |
| Participation rate | 87.1% | 63.6%+23.5pp | 69.1%+18.0pp | 70.6%+16.5pp |
| Annual return | 25.92% | 17.07%+8.8pp | 359.55%-333.6pp | 31.24%-5.3pp |
| Employer contribution / active EE | $1,053 | $1,788-41.1% | $2,685-60.8% | $2,726-61.4% |
| Participant deferral / active EE | $8,586 | $3,447+149.1% | $4,255+101.8% | $4,647+84.7% |
| Admin fee / account holder | -$1 | $414-100.2% | $6,467-100.0% | $430-100.2% |