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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,151 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,450 |
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 | $79,068 | $73,404+7.7% | $87,100-9.2% | $67,579+17.0% |
| Participation rate | 81.6% | 80.9%+0.8pp | 76.9%+4.8pp | 71.3%+10.4pp |
| Annual return | 23.83% | 48.29%-24.5pp | 28.19%-4.4pp | 378.56%-354.7pp |
| Employer contribution / active EE | $2,031 | $2,014+0.8% | $2,521-19.4% | $2,148-5.4% |
| Participant deferral / active EE | $4,123 | $3,913+5.4% | $4,049+1.8% | $3,539+16.5% |
| Admin fee / account holder | $36 | $142-74.6% | $7,497-99.5% | $142-74.7% |