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) | $8,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $94,240 | $76,050+23.9% | $96,544-2.4% | $71,457+31.9% |
| Participation rate | 96.0% | 74.4%+21.6pp | 76.0%+20.0pp | 67.9%+28.1pp |
| Annual return | 17.41% | 22.81%-5.4pp | 25.84%-8.4pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,262 | $2,244+0.8% | $2,965-23.7% | $2,588-12.6% |
| Participant deferral / active EE | $4,892 | $4,215+16.1% | $4,851+0.9% | $4,289+14.1% |
| Admin fee / account holder | $70 | $2,707-97.4% | $8,252-99.2% | $1,587-95.6% |