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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $27,741 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,324 |
Form 5500 reported that benefits due were not provided when due.
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 | $125,411 | $48,471+158.7% | $182,532-31.3% | $67,579+85.6% |
| Participation rate | 96.5% | 67.2%+29.3pp | 78.0%+18.5pp | 71.3%+25.2pp |
| Annual return | 25.09% | 31.08%-6.0pp | 148.54%-123.4pp | 378.56%-353.5pp |
| Employer contribution / active EE | $6,782 | $1,461+364.2% | $4,076+66.4% | $2,148+215.8% |
| Participant deferral / active EE | $16,369 | $3,324+392.4% | $5,524+196.3% | $3,539+362.5% |
| Admin fee / account holder | $35 | $151-77.1% | $8,592-99.6% | $142-75.6% |