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 |
|---|---|---|
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,886 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $989 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,574 | $46,966-30.6% | $185,117-82.4% | $69,631-53.2% |
| Participation rate | 94.5% | 65.3%+29.2pp | 77.3%+17.2pp | 70.7%+23.8pp |
| Annual return | 18.91% | 22.36%-3.4pp | 40.50%-21.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $930 | $1,360-31.7% | $4,182-77.8% | $2,032-54.3% |
| Participant deferral / active EE | $3,248 | $3,017+7.7% | $5,045-35.6% | $3,224+0.8% |
| Admin fee / account holder | $43 | $94-54.5% | $8,159-99.5% | $110-61.3% |