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) | $178,298 |
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 | $261,377 | $67,598+286.7% | $75,886+244.4% | $77,787+236.0% |
| Participation rate | 93.3% | 69.6%+23.7pp | 69.3%+24.0pp | 73.2%+20.0pp |
| Annual return | 23.08% | 23.18%-0.1pp | 30.76%-7.7pp | 32.57%-9.5pp |
| Employer contribution / active EE | $4,199 | $2,430+72.8% | $2,500+67.9% | $2,504+67.7% |
| Participant deferral / active EE | $12,139 | $3,502+246.7% | $3,603+236.9% | $3,967+206.0% |
| Admin fee / account holder | $120 | $96+25.1% | $5,418-97.8% | $100+20.4% |