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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,179 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,975 |
Form 5500 reported that benefits due were not provided when due.
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 | $236,682 | $63,299+273.9% | $91,001+160.1% | $62,292+280.0% |
| Participation rate | 90.2% | 73.3%+16.9pp | 75.6%+14.6pp | 69.5%+20.7pp |
| Annual return | 24.38% | 20.99%+3.4pp | 4.60%+19.8pp | 28.90%-4.5pp |
| Employer contribution / active EE | $3,289 | $1,807+82.1% | $2,456+33.9% | $2,042+61.1% |
| Participant deferral / active EE | $6,938 | $2,943+135.8% | $3,547+95.6% | $3,169+118.9% |
| Admin fee / account holder | $101 | $468-78.4% | $5,417-98.1% | $479-78.9% |