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) | $26,640 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,813 |
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 | $74,697 | $44,059+69.5% | $71,671+4.2% | $69,631+7.3% |
| Participation rate | 98.8% | 60.8%+38.1pp | 68.7%+30.1pp | 70.7%+28.1pp |
| Annual return | 13.93% | 21.97%-8.0pp | 20.65%-6.7pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $1,094 | $1,305-16.2% | $2,460-55.5% | $2,032-46.2% |
| Participant deferral / active EE | $8,014 | $2,370+238.2% | $3,438+133.1% | $3,224+148.6% |
| Admin fee / account holder | $21 | $108-80.4% | $5,558-99.6% | $110-80.9% |