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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,086 |
Service code 37 · EIN 04-2647786 | Loan Processing | $883 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $134,496 | $89,652+50.0% | $141,162-4.7% | $65,185+106.3% |
| Participation rate | 87.7% | 74.7%+13.0pp | 82.5%+5.3pp | 70.2%+17.5pp |
| Annual return | 27.04% | 32.79%-5.8pp | 71.39%-44.3pp | 29.38%-2.3pp |
| Employer contribution / active EE | $4,306 | $3,065+40.5% | $4,735-9.1% | $2,177+97.8% |
| Participant deferral / active EE | $12,416 | $5,691+118.2% | $6,709+85.1% | $3,514+253.3% |
| Admin fee / account holder | $35 | $569-93.9% | $10,261-99.7% | $847-95.9% |