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) | $6,669 |
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 | $230,986 | $85,135+171.3% | $98,907+133.5% | $73,409+214.7% |
| Participation rate | 89.4% | 81.1%+8.3pp | 76.0%+13.4pp | 72.2%+17.2pp |
| Annual return | 14.23% | 19.14%-4.9pp | 196.43%-182.2pp | 59.29%-45.1pp |
| Employer contribution / active EE | $6,862 | $2,721+152.2% | $2,689+155.2% | $2,234+207.2% |
| Participant deferral / active EE | $8,765 | $4,349+101.5% | $4,244+106.5% | $3,805+130.3% |
| Admin fee / account holder | -$239 | $139-271.5% | $6,642-103.6% | $158-251.3% |