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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,210 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,924 |
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 | $208,932 | $155,795+34.1% | $136,294+53.3% | $69,631+200.1% |
| Participation rate | 94.2% | 75.2%+18.9pp | 81.9%+12.2pp | 70.7%+23.5pp |
| Annual return | 22.32% | 232464.33%-232442.0pp | 5155.94%-5133.6pp | 27571.02%-27548.7pp |
| Employer contribution / active EE | $6,021 | $2,991+101.3% | $4,695+28.2% | $2,032+196.3% |
| Participant deferral / active EE | $8,166 | $5,394+51.4% | $6,247+30.7% | $3,224+153.3% |
| Admin fee / account holder | $43 | $128-66.6% | $9,243-99.5% | $110-61.2% |