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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,075 |
Form 5500 reported that benefits due were not provided when due.
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 | $149,695 | $55,449+170.0% | $83,848+78.5% | $56,287+166.0% |
| Participation rate | 96.9% | 68.0%+28.9pp | 76.1%+20.7pp | 69.9%+27.0pp |
| Annual return | -4.76% | -1.38%-3.4pp | 850.88%-855.6pp | -9.96%+5.2pp |
| Employer contribution / active EE | $2,527 | $2,430+4.0% | $3,631-30.4% | $2,111+19.7% |
| Participant deferral / active EE | $12,145 | $2,935+313.7% | $4,082+197.5% | $3,350+262.6% |
| Admin fee / account holder | -$29 | $656-104.4% | $5,478-100.5% | $521-105.5% |