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 4-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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $45,640 |
Participant contribution per participant 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 | $61,448 | $144,996-57.6% | $111,297-44.8% | $93,030-33.9% |
| Participation rate | 87.4% | 86.2%+1.2pp | 77.3%+10.0pp | 73.9%+13.4pp |
| Annual return | 51.31% | 18.26%+33.1pp | 54.65%-3.3pp | 158.70%-107.4pp |
| Employer contribution / active EE | $2,380 | $3,056-22.1% | $2,731-12.9% | $2,706-12.0% |
| Participant deferral / active EE | $2,687 | $5,587-51.9% | $4,487-40.1% | $4,562-41.1% |
| Admin fee / account holder | $19 | $103-81.7% | $7,964-99.8% | $152-87.5% |