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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,441 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $3,350 |
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 | $37,573 | $72,658-48.3% | $127,761-70.6% | $67,579-44.4% |
| Participation rate | 94.6% | 80.0%+14.7pp | 79.0%+15.6pp | 71.3%+23.3pp |
| Annual return | 25.72% | 26.49%-0.8pp | 26.14%-0.4pp | 378.56%-352.8pp |
| Employer contribution / active EE | $1,972 | $3,988-50.6% | $4,574-56.9% | $2,148-8.2% |
| Participant deferral / active EE | $3,232 | $5,383-40.0% | $6,021-46.3% | $3,539-8.7% |
| Admin fee / account holder | $22 | $127-82.7% | $9,395-99.8% | $142-84.5% |