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 35-2552359 | Advisory (Plan) | $39,330 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,372 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,449 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,836 | $79,013+39.0% | $100,391+9.4% | $74,495+47.4% |
| Participation rate | 92.7% | 79.5%+13.2pp | 81.5%+11.2pp | 67.2%+25.5pp |
| Annual return | 32.45% | 20.41%+12.0pp | 49.20%-16.8pp | 1364.94%-1332.5pp |
| Employer contribution / active EE | $4,730 | $3,021+56.6% | $3,942+20.0% | $2,623+80.3% |
| Participant deferral / active EE | $15,660 | $7,760+101.8% | $8,082+93.8% | $4,346+260.4% |
| Admin fee / account holder | $319 | $1,320-75.8% | $7,899-96.0% | $1,942-83.6% |