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) | $13,514 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,581 |
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 | $111,361 | $65,390+70.3% | $169,368-34.2% | $71,457+55.8% |
| Participation rate | 81.4% | 67.0%+14.5pp | 77.1%+4.3pp | 67.9%+13.5pp |
| Annual return | 16.91% | 21.31%-4.4pp | 405.60%-388.7pp | 28.85%-11.9pp |
| Employer contribution / active EE | $6,269 | $2,079+201.6% | $4,013+56.2% | $2,588+142.3% |
| Participant deferral / active EE | $4,193 | $4,367-4.0% | $6,221-32.6% | $4,289-2.2% |
| Admin fee / account holder | $65 | $1,324-95.1% | $9,003-99.3% | $1,587-95.9% |