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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $117,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $100,043 |
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 | $93,083 | $80,354+15.8% | $133,980-30.5% | $63,975+45.5% |
| Participation rate | 92.2% | 87.5%+4.7pp | 87.1%+5.2pp | 71.1%+21.1pp |
| Annual return | 8.85% | 13.11%-4.3pp | 29.30%-20.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $4,601 | $3,503+31.3% | $5,211-11.7% | $2,182+110.9% |
| Participant deferral / active EE | $6,788 | $5,239+29.6% | $6,282+8.1% | $3,356+102.2% |
| Admin fee / account holder | $43 | $69-37.4% | $9,324-99.5% | $70-38.4% |