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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,290 |
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 | $196,382 | $71,516+174.6% | $98,439+99.5% | $71,457+174.8% |
| Participation rate | 96.7% | 72.7%+24.0pp | 75.2%+21.5pp | 67.9%+28.8pp |
| Annual return | 20.60% | 32.41%-11.8pp | 21.16%-0.6pp | 28.85%-8.2pp |
| Employer contribution / active EE | $9,415 | $2,399+292.5% | $3,048+208.9% | $2,588+263.8% |
| Participant deferral / active EE | $9,136 | $4,109+122.4% | $4,738+92.8% | $4,289+113.0% |
| Admin fee / account holder | $37 | $1,675-97.8% | $8,948-99.6% | $1,587-97.6% |