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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,760 |
Service code 16 691 N. SQUIRREL ROAD · AUBURN HILLS, MI 48326 | Consulting | $7,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
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 | $222,406 | $81,474+173.0% | $133,956+66.0% | $73,488+202.6% |
| Participation rate | 97.8% | 76.4%+21.4pp | 79.8%+17.9pp | 70.7%+27.1pp |
| Annual return | 22.90% | 19.40%+3.5pp | 45.09%-22.2pp | 28.51%-5.6pp |
| Employer contribution / active EE | $748 | $2,209-66.1% | $3,919-80.9% | $2,270-67.0% |
| Participant deferral / active EE | $5,993 | $3,786+58.3% | $5,048+18.7% | $3,740+60.3% |
| Admin fee / account holder | $136 | $713-80.9% | $8,927-98.5% | $513-73.5% |