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) | $24,529 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
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 | $150,612 | $66,302+127.2% | $110,238+36.6% | $56,287+167.6% |
| Participation rate | 95.8% | 74.9%+20.9pp | 79.8%+16.0pp | 69.9%+26.0pp |
| Annual return | -3.75% | -1.18%-2.6pp | 314.74%-318.5pp | -9.96%+6.2pp |
| Employer contribution / active EE | $2,312 | $2,047+12.9% | $3,826-39.6% | $2,111+9.5% |
| Participant deferral / active EE | $6,883 | $3,381+103.6% | $4,672+47.3% | $3,350+105.5% |
| Admin fee / account holder | $169 | $698-75.8% | $8,547-98.0% | $521-67.6% |