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 7-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 |
|---|---|---|
Filed as: STRATEGIC CAPITAL INV ADVISORS INC Service code 27 · EIN 36-4268991 | Advisory (Plan) | $15,000 |
Filed as: JACOBS, BURNS, ORLOVE, HERNANDEZ Service code 29 · EIN 36-2425981 | Legal | $9,363 |
Service code 10 · EIN 30-0510353 | Accounting | $7,917 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,636 | $88,480-83.5% | $96,683-84.9% | $80,160-81.7% |
| Participation rate | 73.5% | 79.9%-6.4pp | 74.3%-0.8pp | 72.9%+0.6pp |
| Annual return | 10.17% | 22.53%-12.4pp | 35.69%-25.5pp | 40.38%-30.2pp |
| Employer contribution / active EE | $1,476 | $4,176-64.7% | $3,737-60.5% | $2,978-50.4% |
| Participant deferral / active EE | $824 | $3,959-79.2% | $4,878-83.1% | $5,017-83.6% |
| Admin fee / account holder | $127 | $212-40.1% | $6,730-98.1% | $145-12.5% |