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) | $30,682 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$13,690 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,030 | $56,503+23.9% | $70,092-0.1% | $64,808+8.1% |
| Participation rate | 90.0% | 70.5%+19.5pp | 70.5%+19.5pp | 71.5%+18.5pp |
| Annual return | -16.63% | -13.44%-3.2pp | 190.73%-207.4pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,030 | $2,046+96.9% | $2,559+57.5% | $2,506+60.8% |
| Participant deferral / active EE | $5,392 | $3,389+59.1% | $3,849+40.1% | $4,310+25.1% |
| Admin fee / account holder | $21 | $160-87.0% | $6,267-99.7% | $188-88.9% |