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 27 · EIN 43-1451524 | Advisory (Plan) | $77,662 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,465 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,994 |
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 | $136,372 | $91,407+49.2% | $135,903+0.3% | $71,457+90.8% |
| Participation rate | 93.0% | 75.7%+17.4pp | 81.9%+11.1pp | 67.9%+25.1pp |
| Annual return | 22.94% | 29.90%-7.0pp | 68.23%-45.3pp | 28.85%-5.9pp |
| Employer contribution / active EE | $9,638 | $3,703+160.2% | $4,856+98.5% | $2,588+272.5% |
| Participant deferral / active EE | $20,708 | $7,092+192.0% | $7,758+166.9% | $4,289+382.8% |
| Admin fee / account holder | $300 | $1,266-76.3% | $10,762-97.2% | $1,587-81.1% |