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) | $10,774 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,617 |
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 | $144,092 | $79,171+82.0% | $102,423+40.7% | $74,495+93.4% |
| Participation rate | 71.5% | 74.8%-3.3pp | 76.5%-5.0pp | 67.2%+4.3pp |
| Annual return | 15.70% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,798 | $2,362+18.4% | $3,023-7.5% | $2,623+6.7% |
| Participant deferral / active EE | $5,575 | $4,415+26.3% | $5,053+10.3% | $4,346+28.3% |
| Admin fee / account holder | $50 | $2,001-97.5% | $9,451-99.5% | $1,942-97.4% |