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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,610 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,629 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,875 | $69,823+23.0% | $77,163+11.3% | $74,419+15.4% |
| Participation rate | 92.4% | 70.0%+22.4pp | 69.6%+22.8pp | 70.7%+21.7pp |
| Annual return | 17.64% | 19.98%-2.3pp | 37.87%-20.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,787 | $2,150+29.6% | $2,535+10.0% | $2,637+5.7% |
| Participant deferral / active EE | $5,286 | $3,558+48.6% | $3,833+37.9% | $4,528+16.7% |
| Admin fee / account holder | $50 | $398-87.4% | $5,472-99.1% | $348-85.6% |