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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,817 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,607 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $142,982 | $66,310+115.6% | $93,606+52.7% | $65,185+119.3% |
| Participation rate | 89.8% | 74.0%+15.9pp | 75.8%+14.0pp | 70.2%+19.6pp |
| Annual return | 24.06% | 42.58%-18.5pp | 32.76%-8.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $6,368 | $2,012+216.5% | $2,718+134.3% | $2,177+192.6% |
| Participant deferral / active EE | $6,114 | $3,342+82.9% | $4,069+50.3% | $3,514+74.0% |
| Admin fee / account holder | $187 | $6,897-97.3% | $7,888-97.6% | $847-77.9% |