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 7-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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $469,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | $421,508 |
SQUIRE PATTON BOGGS US LLP5 years Filed as: SQUIRE & COMPANY, PC Service code 10 · EIN 87-0343246 | Accounting | $15,350 |
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 | $152,841 | $99,062+54.3% | $153,485-0.4% | $99,062+54.3% |
| Participation rate | 98.8% | 71.6%+27.2pp | 77.1%+21.7pp | 71.6%+27.2pp |
| Annual return | 14.49% | 17.66%-3.2pp | 15.65%-1.2pp | 17.66%-3.2pp |
| Employer contribution / active EE | $9,412 | $3,262+188.5% | $5,039+86.8% | $3,262+188.5% |
| Participant deferral / active EE | $9,526 | $5,331+78.7% | $6,757+41.0% | $5,331+78.7% |
| Admin fee / account holder | $127 | $109+16.8% | $12,724-99.0% | $109+16.8% |