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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $98,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$341,961 |
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 | $175,244 | $103,918+68.6% | $94,646+85.2% | $80,160+118.6% |
| Participation rate | 96.8% | 85.8%+11.0pp | 80.8%+16.0pp | 72.9%+23.9pp |
| Annual return | 21.62% | 27.77%-6.2pp | 156.71%-135.1pp | 40.38%-18.8pp |
| Employer contribution / active EE | $5,122 | $3,539+44.7% | $3,672+39.5% | $2,978+72.0% |
| Participant deferral / active EE | $9,137 | $9,528-4.1% | $7,418+23.2% | $5,017+82.1% |
| Admin fee / account holder | -$84 | $96-186.7% | $7,231-101.2% | $145-157.7% |