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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $51,428 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $14,580 |
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 | $42,444 | $134,045-68.3% | $80,019-47.0% | $75,289-43.6% |
| Participation rate | 96.6% | 85.8%+10.9pp | 75.8%+20.8pp | 72.4%+24.2pp |
| Annual return | -5.41% | -0.56%-4.8pp | 11.22%-16.6pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,583 | $3,492-54.7% | $2,468-35.8% | $2,405-34.2% |
| Participant deferral / active EE | $2,860 | $4,976-42.5% | $3,686-22.4% | $3,739-23.5% |
| Admin fee / account holder | $42 | $124-66.4% | $6,521-99.4% | $102-59.3% |