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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,019 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $62,864 | $81,908-23.3% | $90,749-30.7% | $64,808-3.0% |
| Participation rate | 93.1% | 80.5%+12.6pp | 75.7%+17.4pp | 71.5%+21.7pp |
| Annual return | -16.45% | -12.53%-3.9pp | -12.16%-4.3pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,820 | $3,065-40.6% | $2,921-37.7% | $2,506-27.4% |
| Participant deferral / active EE | $5,458 | $4,840+12.8% | $4,564+19.6% | $4,310+26.6% |
| Admin fee / account holder | $28 | $157-82.2% | $8,445-99.7% | $188-85.1% |