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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,112 |
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 | $201,758 | $64,909+210.8% | $82,313+145.1% | $62,292+223.9% |
| Participation rate | 92.4% | 74.9%+17.6pp | 76.9%+15.6pp | 69.5%+22.9pp |
| Annual return | 16.95% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $5,743 | $1,676+242.7% | $2,428+136.5% | $2,042+181.2% |
| Participant deferral / active EE | $2,684 | $3,103-13.5% | $3,706-27.6% | $3,169-15.3% |
| Admin fee / account holder | $57 | $440-87.0% | $5,608-99.0% | $479-88.1% |