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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,750 |
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 | $109,712 | $80,753+35.9% | $136,294-19.5% | $62,292+76.1% |
| Participation rate | 70.6% | 73.5%-2.9pp | 81.9%-11.3pp | 69.5%+1.1pp |
| Annual return | 20.96% | 35.83%-14.9pp | 5155.94%-5135.0pp | 28.90%-7.9pp |
| Employer contribution / active EE | $1,037 | $2,884-64.0% | $4,695-77.9% | $2,042-49.2% |
| Participant deferral / active EE | $4,119 | $5,164-20.2% | $6,247-34.1% | $3,169+30.0% |
| Admin fee / account holder | $53 | $525-89.9% | $9,243-99.4% | $479-89.0% |