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) | $27,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$147,473 |
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 | $187,981 | $176,491+6.5% | $95,952+95.9% | $90,288+108.2% |
| Participation rate | 97.1% | 86.6%+10.5pp | 77.1%+20.0pp | 73.4%+23.7pp |
| Annual return | 23.59% | 20.14%+3.4pp | 91.61%-68.0pp | 53.97%-30.4pp |
| Employer contribution / active EE | $2,615 | $2,789-6.2% | $2,541+2.9% | $2,524+3.6% |
| Participant deferral / active EE | $9,568 | $5,340+79.2% | $4,167+129.6% | $4,232+126.1% |
| Admin fee / account holder | $25 | $154-84.0% | $6,795-99.6% | $114-78.4% |