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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,013 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,350 |
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 | $41,352 | $90,410-54.3% | $91,001-54.6% | $77,958-47.0% |
| Participation rate | 97.8% | 86.4%+11.4pp | 75.6%+22.2pp | 71.6%+26.1pp |
| Annual return | 19.02% | 21.34%-2.3pp | 4.60%+14.4pp | 20.87%-1.9pp |
| Employer contribution / active EE | $1,473 | $3,392-56.6% | $2,456-40.0% | $2,310-36.3% |
| Participant deferral / active EE | $2,545 | $4,816-47.2% | $3,547-28.3% | $3,537-28.0% |
| Admin fee / account holder | $37 | $79-53.4% | $5,417-99.3% | $97-62.3% |