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 |
|---|---|---|
Service code 10 · EIN 04-2647786 | Accounting | $114,053 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,522 |
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 | $63,555 | $68,092-6.7% | $73,307-13.3% | $59,188+7.4% |
| Participation rate | 78.0% | 78.1%0pp | 74.9%+3.1pp | 69.4%+8.6pp |
| Annual return | 32.33% | 5.93%+26.4pp | 5.67%+26.7pp | 5.51%+26.8pp |
| Employer contribution / active EE | $1,825 | $2,018-9.6% | $3,237-43.6% | $2,098-13.0% |
| Participant deferral / active EE | $5,771 | $5,041+14.5% | $4,991+15.6% | $3,265+76.8% |
| Admin fee / account holder | $15 | $630-97.7% | $5,637-99.7% | $92-84.0% |