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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $91,169 |
MPC CAPITAL ADVISORS LLC4 years Service code 27 · EIN 27-2136582 | Advisory (Plan) | $22,791 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,403 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $365,353 | $127,481+186.6% | $149,696+144.1% | $90,288+304.7% |
| Participation rate | 95.3% | 78.2%+17.1pp | 82.5%+12.8pp | 73.4%+22.0pp |
| Annual return | 15.27% | 57.78%-42.5pp | 276.60%-261.3pp | 53.97%-38.7pp |
| Employer contribution / active EE | $6,883 | $3,448+99.6% | $4,644+48.2% | $2,524+172.7% |
| Participant deferral / active EE | $12,196 | $6,975+74.9% | $6,842+78.3% | $4,232+188.2% |
| Admin fee / account holder | $31 | $152-79.5% | $9,309-99.7% | $114-72.7% |