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) | $7,326 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,000 |
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 | $89,993 | $71,883+25.2% | $86,677+3.8% | $68,494+31.4% |
| Participation rate | 99.0% | 72.2%+26.7pp | 76.6%+22.4pp | 67.9%+31.1pp |
| Annual return | -16.36% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,551 | $2,173+17.4% | $2,836-10.0% | $2,596-1.7% |
| Participant deferral / active EE | $5,387 | $3,779+42.6% | $4,656+15.7% | $4,027+33.8% |
| Admin fee / account holder | $65 | $6,112-98.9% | $7,493-99.1% | $5,403-98.8% |