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) | $32,192 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $5,842 |
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 | $63,114 | $105,190-40.0% | $98,907-36.2% | $90,288-30.1% |
| Participation rate | 96.4% | 86.4%+10.0pp | 76.0%+20.4pp | 73.4%+23.0pp |
| Annual return | 17.42% | 18.52%-1.1pp | 196.43%-179.0pp | 53.97%-36.5pp |
| Employer contribution / active EE | $1,721 | $3,831-55.1% | $2,689-36.0% | $2,524-31.8% |
| Participant deferral / active EE | $3,281 | $5,616-41.6% | $4,244-22.7% | $4,232-22.5% |
| Admin fee / account holder | $25 | $97-74.1% | $6,642-99.6% | $114-77.9% |