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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,533 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,027 |
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 | $188,286 | $88,324+113.2% | $115,037+63.7% | $55,191+241.1% |
| Participation rate | 97.4% | 72.5%+24.8pp | 81.4%+16.0pp | 69.2%+28.2pp |
| Annual return | 62.52% | 6.30%+56.2pp | 26.14%+36.4pp | 10.78%+51.7pp |
| Employer contribution / active EE | $2,904 | $2,805+3.5% | $4,608-37.0% | $1,899+53.0% |
| Participant deferral / active EE | $8,656 | $5,042+71.7% | $6,026+43.6% | $3,046+184.1% |
| Admin fee / account holder | -$30 | $105-128.5% | $8,175-100.4% | $91-133.1% |