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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
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 | $87,702 | $46,100+90.2% | $86,590+1.3% | $69,631+26.0% |
| Participation rate | 92.5% | 67.2%+25.4pp | 73.5%+19.0pp | 70.7%+21.9pp |
| Annual return | 18.87% | 21.02%-2.1pp | 964.84%-946.0pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $3,109 | $1,850+68.1% | $2,839+9.5% | $2,032+53.0% |
| Participant deferral / active EE | $3,675 | $2,432+51.1% | $3,609+1.8% | $3,224+14.0% |
| Admin fee / account holder | $19 | $94-79.7% | $4,906-99.6% | $110-82.8% |