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) | $6,721 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$26,051 |
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 | $95,401 | $80,005+19.2% | $140,016-31.9% | $55,725+71.2% |
| Participation rate | 99.1% | 87.0%+12.1pp | 87.5%+11.6pp | 70.9%+28.2pp |
| Annual return | -5.67% | 0.46%-6.1pp | 651.12%-656.8pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,298 | $3,403-32.5% | $5,606-59.0% | $2,078+10.6% |
| Participant deferral / active EE | $5,948 | $5,264+13.0% | $6,927-14.1% | $3,356+77.2% |
| Admin fee / account holder | -$38 | $116-132.5% | $10,705-100.4% | $115-132.7% |