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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,937 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,923 |
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 | $52,888 | $102,197-48.2% | $142,449-62.9% | $74,419-28.9% |
| Participation rate | 97.3% | 79.8%+17.4pp | 76.8%+20.5pp | 70.7%+26.5pp |
| Annual return | 22.32% | 19.73%+2.6pp | 19.99%+2.3pp | 34.38%-12.1pp |
| Employer contribution / active EE | $2,592 | $5,052-48.7% | $4,847-46.5% | $2,637-1.7% |
| Participant deferral / active EE | $4,195 | $6,304-33.5% | $6,283-33.2% | $4,528-7.4% |
| Admin fee / account holder | $19 | $186-89.6% | $10,011-99.8% | $348-94.5% |