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 5-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 Filed as: STRATEGIC ADVISIORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,047 |
Service code 12 · EIN 13-3689044 | Investment management; Finders' fees ... | $635 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$2,839 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $193,179 | $47,456+307.1% | $172,739+11.8% | $77,787+148.3% |
| Participation rate | 32.4% | 66.3%-33.9pp | 82.6%-50.2pp | 73.2%-40.8pp |
| Annual return | 18.47% | 35.57%-17.1pp | 802.84%-784.4pp | 32.57%-14.1pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $5,478 | $2,560+114.0% | $5,198+5.4% | $3,967+38.1% |
| Admin fee / account holder | $5 | $81-94.2% | $13,954-100.0% | $100-95.3% |