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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,438 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,963 |
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 | $100,971 | $51,197+97.2% | $82,719+22.1% | $66,914+50.9% |
| Participation rate | 99.2% | 67.8%+31.4pp | 72.6%+26.6pp | 69.8%+29.4pp |
| Annual return | -17.84% | -9.64%-8.2pp | 701.18%-719.0pp | 1.58%-19.4pp |
| Employer contribution / active EE | $3,824 | $2,611+46.5% | $3,009+27.1% | $2,544+50.3% |
| Participant deferral / active EE | $4,792 | $3,458+38.6% | $4,395+9.0% | $4,237+13.1% |
| Admin fee / account holder | -$53 | $416-112.8% | $5,329-101.0% | $593-109.0% |