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) | $6,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,307 |
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 | $117,841 | $75,183+56.7% | $123,892-4.9% | $55,167+113.6% |
| Participation rate | 91.8% | 72.8%+19.0pp | 81.4%+10.4pp | 69.0%+22.9pp |
| Annual return | 7.97% | 19.01%-11.0pp | 47.52%-39.6pp | 169.23%-161.3pp |
| Employer contribution / active EE | $3,365 | $2,823+19.2% | $4,617-27.1% | $1,963+71.5% |
| Participant deferral / active EE | $4,693 | $5,084-7.7% | $5,984-21.6% | $3,054+53.6% |
| Admin fee / account holder | $52 | $663-92.2% | $8,357-99.4% | $504-89.7% |