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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,662 |
Service code 37 · EIN 04-2647786 | Loan Processing | $425 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $166,114 | $72,607+128.8% | $90,749+83.0% | $66,914+148.2% |
| Participation rate | 95.3% | 73.7%+21.6pp | 75.7%+19.6pp | 69.8%+25.5pp |
| Annual return | -19.01% | -12.28%-6.7pp | -12.16%-6.8pp | 1.58%-20.6pp |
| Employer contribution / active EE | $8,371 | $2,369+253.4% | $2,921+186.6% | $2,544+229.0% |
| Participant deferral / active EE | $7,964 | $3,977+100.2% | $4,564+74.5% | $4,237+88.0% |
| Admin fee / account holder | $36 | $707-94.9% | $8,445-99.6% | $593-93.9% |