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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,980 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $120,337 | $70,002+71.9% | $115,037+4.6% | $52,331+130.0% |
| Participation rate | 98.1% | 72.1%+26.0pp | 81.4%+16.7pp | 68.1%+30.0pp |
| Annual return | 0.00% | 4.04%-4.0pp | 26.14%-26.1pp | 4.54%-4.5pp |
| Employer contribution / active EE | $2,273 | $2,715-16.3% | $4,608-50.7% | $1,882+20.8% |
| Participant deferral / active EE | $5,143 | $4,920+4.5% | $6,026-14.7% | $3,022+70.2% |
| Admin fee / account holder | $56 | $566-90.0% | $8,175-99.3% | $592-90.5% |