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) | $7,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,965 |
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 | $186,429 | $80,177+132.5% | $123,892+50.5% | $57,658+223.3% |
| Participation rate | 93.4% | 74.4%+18.9pp | 81.4%+11.9pp | 70.2%+23.1pp |
| Annual return | 10.32% | 17.90%-7.6pp | 47.52%-37.2pp | 5.13%+5.2pp |
| Employer contribution / active EE | $9,420 | $2,913+223.4% | $4,617+104.0% | $1,974+377.2% |
| Participant deferral / active EE | $7,571 | $5,130+47.6% | $5,984+26.5% | $3,061+147.4% |
| Admin fee / account holder | $27 | $106-75.0% | $8,357-99.7% | $95-71.8% |