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 6-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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $193,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | $119,175 |
CLEAR INVESTMENT RESEARCH, LLC6+ years Service code 16 · EIN 46-3868027 | Consulting | $81,358 |
GREERWALKER LLP3 years Service code 10 · EIN 56-1434747 | Accounting | $15,800 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,373 | $110,299+95.3% | $102,423+110.3% | $199,593+7.9% |
| Participation rate | 97.7% | 86.3%+11.4pp | 76.5%+21.2pp | 72.0%+25.7pp |
| Annual return | 17.47% | 35.73%-18.3pp | 29.32%-11.9pp | 34.25%-16.8pp |
| Employer contribution / active EE | $6,167 | $3,603+71.1% | $3,023+104.0% | $3,034+103.2% |
| Participant deferral / active EE | $9,281 | $6,376+45.6% | $5,053+83.7% | $5,087+82.5% |
| Admin fee / account holder | $150 | $122+22.5% | $9,451-98.4% | $269-44.3% |