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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,736 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,285 |
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 | $70,314 | $88,515-20.6% | $162,163-56.6% | $67,579+4.0% |
| Participation rate | 97.4% | 86.8%+10.6pp | 87.6%+9.8pp | 71.3%+26.1pp |
| Annual return | 22.99% | 27.04%-4.1pp | 115.59%-92.6pp | 378.56%-355.6pp |
| Employer contribution / active EE | $3,150 | $3,563-11.6% | $5,614-43.9% | $2,148+46.7% |
| Participant deferral / active EE | $6,054 | $5,724+5.8% | $7,298-17.0% | $3,539+71.1% |
| Admin fee / account holder | $49 | $124-60.0% | $10,843-99.5% | $142-65.2% |