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) | $55,653 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$84,445 |
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 | $107,449 | $102,255+5.1% | $118,746-9.5% | $77,958+37.8% |
| Participation rate | 99.7% | 84.8%+14.9pp | 78.3%+21.5pp | 71.6%+28.1pp |
| Annual return | 22.34% | 65.05%-42.7pp | 24.54%-2.2pp | 20.87%+1.5pp |
| Employer contribution / active EE | $9,220 | $4,931+87.0% | $4,193+119.9% | $2,310+299.1% |
| Participant deferral / active EE | $10,250 | $5,974+71.6% | $5,332+92.2% | $3,537+189.8% |
| Admin fee / account holder | -$24 | $79-130.9% | $10,720-100.2% | $97-125.1% |