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) | $6,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,868 |
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 | $67,469 | $66,302+1.8% | $110,238-38.8% | $56,287+19.9% |
| Participation rate | 94.1% | 74.9%+19.2pp | 79.8%+14.2pp | 69.9%+24.2pp |
| Annual return | -3.88% | -1.18%-2.7pp | 314.74%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,220 | $2,047+8.4% | $3,826-42.0% | $2,111+5.2% |
| Participant deferral / active EE | $5,832 | $3,381+72.5% | $4,672+24.8% | $3,350+74.1% |
| Admin fee / account holder | $46 | $698-93.4% | $8,547-99.5% | $521-91.1% |