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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$104,274 |
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 | $135,191 | $65,390+106.7% | $169,368-20.2% | $71,457+89.2% |
| Participation rate | 71.9% | 67.0%+5.0pp | 77.1%-5.2pp | 67.9%+4.0pp |
| Annual return | 13.84% | 21.31%-7.5pp | 405.60%-391.8pp | 28.85%-15.0pp |
| Employer contribution / active EE | $5,932 | $2,079+185.4% | $4,013+47.8% | $2,588+129.3% |
| Participant deferral / active EE | $10,028 | $4,367+129.6% | $6,221+61.2% | $4,289+133.8% |
| Admin fee / account holder | $184 | $1,324-86.1% | $9,003-98.0% | $1,587-88.4% |