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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,399 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$98,067 |
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 | $160,786 | $105,247+52.8% | $87,100+84.6% | $77,787+106.7% |
| Participation rate | 97.2% | 85.8%+11.5pp | 76.9%+20.4pp | 73.2%+24.0pp |
| Annual return | 25.87% | 24.52%+1.3pp | 28.19%-2.3pp | 32.57%-6.7pp |
| Employer contribution / active EE | $2,581 | $2,895-10.8% | $2,521+2.4% | $2,504+3.1% |
| Participant deferral / active EE | $9,629 | $5,060+90.3% | $4,049+137.8% | $3,967+142.7% |
| Admin fee / account holder | $26 | $104-75.3% | $7,497-99.7% | $100-74.3% |