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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $135,643 |
ALAN BILLER & ASSOCIATES1 year Filed as: ALAN BILLER AND ASSOCIATES, INC. Service code 27 · EIN 94-2854958 | Advisory (Plan) | $25,276 |
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 | $281,616 | $74,462+278.2% | $81,983+243.5% | $90,288+211.9% |
| Participation rate | 92.3% | 69.7%+22.6pp | 69.2%+23.0pp | 73.4%+18.9pp |
| Annual return | 19.65% | 17.56%+2.1pp | 41.31%-21.7pp | 53.97%-34.3pp |
| Employer contribution / active EE | $3,458 | $2,334+48.1% | $2,498+38.4% | $2,524+37.0% |
| Participant deferral / active EE | $11,163 | $3,602+209.9% | $3,722+199.9% | $4,232+163.8% |
| Admin fee / account holder | $114 | $98+16.2% | $5,664-98.0% | $114-0.2% |