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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $37,001 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,535 |
Form 5500 reported that benefits due were not provided when due.
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 | $134,078 | $74,347+80.3% | $93,606+43.2% | $67,579+98.4% |
| Participation rate | 98.3% | 80.6%+17.7pp | 75.8%+22.5pp | 71.3%+27.0pp |
| Annual return | 22.78% | 28.07%-5.3pp | 32.76%-10.0pp | 378.56%-355.8pp |
| Employer contribution / active EE | $4,961 | $2,583+92.1% | $2,718+82.5% | $2,148+131.0% |
| Participant deferral / active EE | $7,810 | $4,060+92.4% | $4,069+91.9% | $3,539+120.7% |
| Admin fee / account holder | $126 | $123+2.8% | $7,888-98.4% | $142-11.4% |