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) | $5,992 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,206 |
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 | $142,438 | $73,102+94.8% | $123,544+15.3% | $56,287+153.1% |
| Participation rate | 86.6% | 74.3%+12.3pp | 82.3%+4.3pp | 69.9%+16.8pp |
| Annual return | -4.76% | 3.01%-7.8pp | 119.20%-124.0pp | -9.96%+5.2pp |
| Employer contribution / active EE | $1,969 | $2,977-33.9% | $4,628-57.5% | $2,111-6.8% |
| Participant deferral / active EE | $8,297 | $5,423+53.0% | $6,426+29.1% | $3,350+147.7% |
| Admin fee / account holder | $46 | $554-91.6% | $9,284-99.5% | $521-91.1% |