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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,213 |
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 | $76,894 | $58,320+31.8% | $86,436-11.0% | $66,914+14.9% |
| Participation rate | 98.4% | 78.6%+19.8pp | 80.3%+18.0pp | 69.8%+28.6pp |
| Annual return | -17.64% | -9.71%-7.9pp | 4394.89%-4412.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,315 | $2,615-11.5% | $3,769-38.6% | $2,544-9.0% |
| Participant deferral / active EE | $4,628 | $6,899-32.9% | $6,952-33.4% | $4,237+9.2% |
| Admin fee / account holder | -$52 | $546-109.5% | $6,731-100.8% | $593-108.7% |