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) | $37,720 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,081 |
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 | $83,725 | $98,217-14.8% | $105,722-20.8% | $63,975+30.9% |
| Participation rate | 99.5% | 81.9%+17.6pp | 78.9%+20.6pp | 71.1%+28.4pp |
| Annual return | 9.76% | 20.18%-10.4pp | 12.25%-2.5pp | 48.65%-38.9pp |
| Employer contribution / active EE | $3,604 | $4,802-24.9% | $4,079-11.6% | $2,182+65.2% |
| Participant deferral / active EE | $9,266 | $6,019+53.9% | $5,326+74.0% | $3,356+176.1% |
| Admin fee / account holder | -$53 | $70-176.2% | $8,308-100.6% | $70-175.4% |