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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,205 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,761 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $252,249 | $80,753+212.4% | $136,294+85.1% | $62,292+304.9% |
| Participation rate | 91.0% | 73.5%+17.4pp | 81.9%+9.1pp | 69.5%+21.5pp |
| Annual return | 21.31% | 35.83%-14.5pp | 5155.94%-5134.6pp | 28.90%-7.6pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,748 | $5,164+108.1% | $6,247+72.0% | $3,169+239.1% |
| Admin fee / account holder | $46 | $525-91.2% | $9,243-99.5% | $479-90.4% |