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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,904 |
Service code 37 · EIN 04-2647786 | Loan Processing | $300 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,342 | $84,487+54.3% | $125,339+4.0% | $66,914+94.8% |
| Participation rate | 73.5% | 76.4%-2.9pp | 82.4%-8.9pp | 69.8%+3.7pp |
| Annual return | -18.85% | -8.39%-10.5pp | 572.05%-590.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $6,516 | $3,553+83.4% | $4,814+35.4% | $2,544+156.1% |
| Participant deferral / active EE | $8,852 | $6,781+30.5% | $7,446+18.9% | $4,237+108.9% |
| Admin fee / account holder | $61 | $685-91.1% | $10,010-99.4% | $593-89.7% |