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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $64,745 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,221 |
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 | $103,193 | $96,900+6.5% | $111,392-7.4% | $75,289+37.1% |
| Participation rate | 99.5% | 85.9%+13.6pp | 78.9%+20.6pp | 72.4%+27.1pp |
| Annual return | -6.06% | 1.66%-7.7pp | -2.06%-4.0pp | -0.04%-6.0pp |
| Employer contribution / active EE | $10,031 | $5,520+81.7% | $4,328+131.8% | $2,405+317.1% |
| Participant deferral / active EE | $11,201 | $6,494+72.5% | $5,567+101.2% | $3,739+199.6% |
| Admin fee / account holder | -$13 | $105-112.2% | $12,266-100.1% | $102-112.6% |