Filed January 13, 2025
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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $94,327 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $60,918 |
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 | $137,992 | $23,119+496.9% | $71,086+94.1% | $75,289+83.3% |
| Participation rate | 83.0% | 36.3%+46.7pp | 54.7%+28.3pp | 72.4%+10.6pp |
| Annual return | -5.12% | -3.32%-1.8pp | 650.59%-655.7pp | -0.04%-5.1pp |
| Employer contribution / active EE | $5,702 | $399+1329.1% | $1,088+424.2% | $2,405+137.1% |
| Participant deferral / active EE | $9,213 | $960+859.5% | $1,874+391.6% | $3,739+146.4% |
| Admin fee / account holder | $64 | $89-28.6% | $3,082-97.9% | $102-37.6% |