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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $59,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,344 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,120 | $84,784+152.5% | $98,439+117.5% | $74,419+187.7% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.2pp | 70.7%+26.7pp |
| Annual return | 17.56% | 20.59%-3.0pp | 21.16%-3.6pp | 34.38%-16.8pp |
| Employer contribution / active EE | $12,886 | $3,364+283.0% | $3,048+322.8% | $2,637+388.6% |
| Participant deferral / active EE | $13,456 | $5,218+157.9% | $4,738+184.0% | $4,528+197.2% |
| Admin fee / account holder | $103 | $204-49.5% | $8,948-98.8% | $348-70.3% |