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 | $87,013+18.3% | $106,213-3.1% | $80,856+27.3% |
| Participation rate | 94.2% | 70.4%+23.8pp | 75.3%+19.0pp | 67.6%+26.6pp |
| Annual return | 11.73% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.9pp |
| Employer contribution / active EE | $4,508 | $2,395+88.2% | $3,171+42.1% | $2,755+63.6% |
| Participant deferral / active EE | $6,924 | $3,986+73.7% | $5,016+38.0% | $4,296+61.2% |
| Admin fee / account holder | $98 | $8,431-98.8% | $11,033-99.1% | $6,918-98.6% |