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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $68,889 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,991 |
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 | $152,129 | $31,741+379.3% | $56,411+169.7% | $199,593-23.8% |
| Participation rate | 95.4% | 32.3%+63.1pp | 52.5%+43.0pp | 72.0%+23.5pp |
| Annual return | 16.80% | 14.72%+2.1pp | 1701.33%-1684.5pp | 34.25%-17.4pp |
| Employer contribution / active EE | $8,364 | $508+1547.7% | $1,039+705.3% | $3,034+175.7% |
| Participant deferral / active EE | $6,843 | $1,184+477.9% | $1,952+250.6% | $5,087+34.5% |
| Admin fee / account holder | $3 | $426-99.2% | $2,829-99.9% | $269-98.7% |