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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,181 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,625 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,184 | $81,474-28.6% | $133,956-56.6% | $73,488-20.8% |
| Participation rate | 73.1% | 76.4%-3.3pp | 79.8%-6.8pp | 70.7%+2.4pp |
| Annual return | 14.75% | 19.40%-4.7pp | 45.09%-30.3pp | 28.51%-13.8pp |
| Employer contribution / active EE | $521 | $2,209-76.4% | $3,919-86.7% | $2,270-77.1% |
| Participant deferral / active EE | $3,795 | $3,786+0.2% | $5,048-24.8% | $3,740+1.5% |
| Admin fee / account holder | $28 | $713-96.1% | $8,927-99.7% | $513-94.5% |