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) | $21,483 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,298 |
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 | $185,888 | $91,517+103.1% | $101,248+83.6% | $73,409+153.2% |
| Participation rate | 97.2% | 73.8%+23.4pp | 75.8%+21.4pp | 72.2%+25.0pp |
| Annual return | 27.17% | 17.17%+10.0pp | 46.47%-19.3pp | 59.29%-32.1pp |
| Employer contribution / active EE | $2,333 | $2,877-18.9% | $3,660-36.2% | $2,234+4.5% |
| Participant deferral / active EE | $9,979 | $3,338+198.9% | $4,370+128.3% | $3,805+162.2% |
| Admin fee / account holder | $12 | $216-94.5% | $5,945-99.8% | $158-92.4% |