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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,901 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65,039 |
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 | $95,046 | $87,125+9.1% | $108,410-12.3% | $86,799+9.5% |
| Participation rate | 99.6% | 80.5%+19.1pp | 80.1%+19.5pp | 72.3%+27.3pp |
| Annual return | 15.57% | 25.21%-9.6pp | 905.27%-889.7pp | 97.91%-82.3pp |
| Employer contribution / active EE | $2,224 | $2,477-10.2% | $3,558-37.5% | $2,405-7.5% |
| Participant deferral / active EE | $4,459 | $6,944-35.8% | $6,563-32.1% | $4,131+7.9% |
| Admin fee / account holder | -$104 | $130-179.9% | $7,295-101.4% | $170-161.3% |