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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,680 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,289 |
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,727 | $36,916+137.6% | $156,549-44.0% | $57,658+52.2% |
| Participation rate | 97.2% | 63.4%+33.7pp | 84.0%+13.2pp | 70.2%+26.9pp |
| Annual return | 8.43% | 12.38%-4.0pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $3,718 | $1,571+136.7% | $5,501-32.4% | $1,974+88.4% |
| Participant deferral / active EE | $4,865 | $1,926+152.7% | $4,871-0.1% | $3,061+59.0% |
| Admin fee / account holder | $20 | $82-75.9% | $13,027-99.8% | $95-79.0% |