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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,071 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,267 |
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 | $91,381 | $69,477+31.5% | $94,646-3.4% | $71,457+27.9% |
| Participation rate | 99.2% | 78.4%+20.7pp | 80.8%+18.4pp | 67.9%+31.3pp |
| Annual return | 20.37% | 29.66%-9.3pp | 156.71%-136.3pp | 28.85%-8.5pp |
| Employer contribution / active EE | $2,304 | $2,853-19.2% | $3,672-37.2% | $2,588-10.9% |
| Participant deferral / active EE | $4,942 | $7,345-32.7% | $7,418-33.4% | $4,289+15.2% |
| Admin fee / account holder | -$62 | $1,210-105.1% | $7,231-100.9% | $1,587-103.9% |