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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,633 |
Filed as: STRATEGIES WEALTH ADVISORS LLC Service code 16 · EIN 46-1428191 | Consulting | $13,623 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,457 | $86,286-48.5% | $111,297-60.1% | $85,850-48.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.31% | 19.99%-9.7pp | 54.65%-44.3pp | 318.53%-308.2pp |
| Employer contribution / active EE | $2,246 | $2,043+9.9% | $2,731-17.8% | $2,565-12.4% |
| Participant deferral / active EE | $2,587 | $3,641-28.9% | $4,487-42.3% | $3,952-34.5% |
| Admin fee / account holder | $310 | $8,188-96.2% | $7,964-96.1% | $6,260-95.0% |