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) | $5,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,060 |
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 | $69,096 | $71,666-3.6% | $117,854-41.4% | $69,631-0.8% |
| Participation rate | 93.7% | 77.5%+16.2pp | 79.7%+14.0pp | 70.7%+23.0pp |
| Annual return | 15.64% | 18.86%-3.2pp | 335.08%-319.4pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $2,225 | $1,889+17.8% | $3,786-41.2% | $2,032+9.5% |
| Participant deferral / active EE | $5,509 | $3,340+65.0% | $4,482+22.9% | $3,224+70.9% |
| Admin fee / account holder | $31 | $120-73.8% | $8,020-99.6% | $110-71.5% |