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.2 years Filed as: STRATEGIC ADVISIORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,238 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Participant commu... | $2,995 |
FID INV INST OPS CO3 years Filed as: FID INV INSTL OPS CO Service code 60 | Sub-TA Fees | $0 |
FID INV INST OPS CO2 years Filed as: FID INV INSTL OPS Service code 37 · EIN 04-2647786 | Loan Processing | -$4,801 |
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 | $159,040 | $56,095+183.5% | $178,490-10.9% | $90,288+76.1% |
| Participation rate | 48.8% | 65.6%-16.8pp | 81.9%-33.1pp | 73.4%-24.6pp |
| Annual return | 14.68% | 28.81%-14.1pp | 151.07%-136.4pp | 53.97%-39.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,524-100.0% |
| Participant deferral / active EE | $6,419 | $2,669+140.5% | $5,202+23.4% | $4,232+51.7% |
| Admin fee / account holder | $8 | $101-92.2% | $13,984-99.9% | $114-93.1% |