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) | $41,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,515 |
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 | $161,465 | $75,284+114.5% | $91,001+77.4% | $69,631+131.9% |
| Participation rate | 98.0% | 80.4%+17.6pp | 75.6%+22.4pp | 70.7%+27.3pp |
| Annual return | 16.07% | 48.40%-32.3pp | 4.60%+11.5pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $11,513 | $2,473+365.6% | $2,456+368.8% | $2,032+466.5% |
| Participant deferral / active EE | $11,071 | $3,700+199.2% | $3,547+212.1% | $3,224+243.4% |
| Admin fee / account holder | $124 | $111+12.2% | $5,417-97.7% | $110+12.4% |