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) | $7,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,896 |
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 | $74,867 | $60,165+24.4% | $74,183+0.9% | $55,167+35.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 76.6%+9.0pp | 69.0%+16.7pp |
| Annual return | 7.51% | 10.00%-2.5pp | 17.74%-10.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $2,224 | $1,600+39.0% | $2,370-6.2% | $1,963+13.3% |
| Participant deferral / active EE | $4,210 | $2,973+41.6% | $3,550+18.6% | $3,054+37.9% |
| Admin fee / account holder | $39 | $419-90.7% | $5,586-99.3% | $504-92.2% |