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 4-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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $111,175 |
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 | $67,130 | $104,697-35.9% | $96,544-30.5% | $80,160-16.3% |
| Participation rate | 88.9% | 86.4%+2.6pp | 76.0%+13.0pp | 72.9%+16.0pp |
| Annual return | 18.47% | 21.78%-3.3pp | 25.84%-7.4pp | 40.38%-21.9pp |
| Employer contribution / active EE | $3,208 | $3,536-9.3% | $2,965+8.2% | $2,978+7.7% |
| Participant deferral / active EE | $5,792 | $6,188-6.4% | $4,851+19.4% | $5,017+15.4% |
| Admin fee / account holder | $46 | $107-56.7% | $8,252-99.4% | $145-68.1% |