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 47-1411118 | Advisory (Plan) | $61,827 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,124 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,004 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,946 | $101,499+172.9% | $147,005+88.4% | $74,546+271.5% |
| Participation rate | 83.1% | 75.5%+7.6pp | 82.2%+0.9pp | 67.2%+15.9pp |
| Annual return | 26.47% | 8732.34%-8705.9pp | 418.76%-392.3pp | 1366.03%-1339.6pp |
| Employer contribution / active EE | $12,920 | $3,811+239.0% | $4,934+161.9% | $2,624+392.3% |
| Participant deferral / active EE | $8,636 | $7,304+18.2% | $8,070+7.0% | $4,347+98.6% |
| Admin fee / account holder | $39 | $1,748-97.7% | $13,006-99.7% | $1,944-98.0% |