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 60 · EIN 04-2647786 | Sub-TA Fees | $24,678 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,274 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,876 | $91,372-66.2% | $129,995-76.2% | $74,419-58.5% |
| Participation rate | 93.5% | 77.8%+15.7pp | 78.5%+15.0pp | 70.7%+22.8pp |
| Annual return | 17.64% | 23.21%-5.6pp | -137.18%+154.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,103 | $2,563-57.0% | $4,320-74.5% | $2,637-58.2% |
| Participant deferral / active EE | $3,899 | $4,721-17.4% | $5,820-33.0% | $4,528-13.9% |
| Admin fee / account holder | $62 | $283-78.3% | $10,614-99.4% | $348-82.3% |