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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $112,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,255 |
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 | $86,018 | $73,125+17.6% | $125,175-31.3% | $77,787+10.6% |
| Participation rate | 97.2% | 79.4%+17.7pp | 79.8%+17.4pp | 73.2%+23.9pp |
| Annual return | 27.83% | 24.71%+3.1pp | 43.79%-16.0pp | 32.57%-4.7pp |
| Employer contribution / active EE | $4,191 | $2,413+73.7% | $3,865+8.4% | $2,504+67.3% |
| Participant deferral / active EE | $5,191 | $3,966+30.9% | $4,937+5.1% | $3,967+30.8% |
| Admin fee / account holder | $38 | $89-57.5% | $9,702-99.6% | $100-62.0% |