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) | $14,855 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,275 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $269,429 | $98,982+172.2% | $162,163+66.1% | $65,185+313.3% |
| Participation rate | 98.2% | 85.8%+12.5pp | 87.6%+10.7pp | 70.2%+28.0pp |
| Annual return | 27.68% | 24.84%+2.8pp | 115.59%-87.9pp | 29.38%-1.7pp |
| Employer contribution / active EE | $6,112 | $3,467+76.3% | $5,614+8.9% | $2,177+180.8% |
| Participant deferral / active EE | $14,344 | $5,384+166.4% | $7,298+96.5% | $3,514+308.2% |
| Admin fee / account holder | $68 | $596-88.6% | $10,843-99.4% | $847-92.0% |