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 4-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,278 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,374 |
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 | $74,637 | $79,171-5.7% | $102,423-27.1% | $74,495+0.2% |
| Participation rate | 99.5% | 74.8%+24.7pp | 76.5%+23.0pp | 67.2%+32.3pp |
| Annual return | 15.13% | 54.93%-39.8pp | 29.32%-14.2pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $4,292 | $2,362+81.7% | $3,023+41.9% | $2,623+63.6% |
| Participant deferral / active EE | $9,065 | $4,415+105.3% | $5,053+79.4% | $4,346+108.6% |
| Admin fee / account holder | $36 | $2,001-98.2% | $9,451-99.6% | $1,942-98.2% |