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 9-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) | $16,307 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$975 |
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 | $102,908 | $87,037+18.2% | $106,201-3.1% | $80,874+27.2% |
| Participation rate | 94.2% | 70.4%+23.8pp | 75.3%+18.9pp | 67.6%+26.6pp |
| Annual return | 11.73% | 17.05%-5.3pp | 116.26%-104.5pp | 35.62%-23.9pp |
| Employer contribution / active EE | $4,508 | $2,396+88.1% | $3,170+42.2% | $2,756+63.6% |
| Participant deferral / active EE | $6,924 | $3,986+73.7% | $5,012+38.1% | $4,297+61.1% |
| Admin fee / account holder | $98 | $8,434-98.8% | $11,039-99.1% | $6,935-98.6% |