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) | $48,241 |
LION STREET ADVISORS LLC1 year Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $29,792 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,718 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $410,033 | $89,652+357.4% | $141,162+190.5% | $65,185+529.0% |
| Participation rate | 99.5% | 74.7%+24.8pp | 82.5%+17.0pp | 70.2%+29.3pp |
| Annual return | 19.93% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $12,366 | $3,065+303.5% | $4,735+161.2% | $2,177+468.1% |
| Participant deferral / active EE | $10,633 | $5,691+86.8% | $6,709+58.5% | $3,514+202.6% |
| Admin fee / account holder | -$35 | $569-106.1% | $10,261-100.3% | $847-104.1% |