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 FINANCIAL GROUP5 years Service code 16 · EIN 35-1984039 | Consulting | $19,590 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $2,719 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $129,115 | $79,519+62.4% | $95,952+34.6% | $73,409+75.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 12.07% | 19.20%-7.1pp | 91.61%-79.5pp | 59.29%-47.2pp |
| Employer contribution / active EE | $3,587 | $2,048+75.2% | $2,541+41.2% | $2,234+60.6% |
| Participant deferral / active EE | $6,166 | $4,138+49.0% | $4,167+48.0% | $3,805+62.0% |
| Admin fee / account holder | $51 | $184-72.2% | $6,795-99.2% | $158-67.6% |