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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,430 |
Service code 60 | Sub-TA Fees | $0 |
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 | $77,096 | $47,078+63.8% | $100,671-23.4% | $55,191+39.7% |
| Participation rate | 87.9% | 58.0%+29.9pp | 70.7%+17.2pp | 69.2%+18.7pp |
| Annual return | 1.07% | 0.65%+0.4pp | 20.43%-19.4pp | 10.78%-9.7pp |
| Employer contribution / active EE | $2,509 | $1,065+135.5% | $4,012-37.5% | $1,899+32.1% |
| Participant deferral / active EE | $7,046 | $2,038+245.7% | $3,144+124.1% | $3,046+131.3% |
| Admin fee / account holder | $11 | $153-92.9% | $4,850-99.8% | $91-88.0% |