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) | $7,362 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$7,027 |
Annual investment return 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 | $206,161 | $79,523+159.2% | $140,016+47.2% | $56,287+266.3% |
| Participation rate | 98.8% | 85.7%+13.1pp | 87.5%+11.3pp | 69.9%+28.9pp |
| Annual return | -7.37% | 2.39%-9.8pp | 651.12%-658.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $6,048 | $3,350+80.5% | $5,606+7.9% | $2,111+186.5% |
| Participant deferral / active EE | $13,971 | $5,129+172.4% | $6,927+101.7% | $3,350+317.1% |
| Admin fee / account holder | $36 | $614-94.1% | $10,705-99.7% | $521-93.0% |