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 4-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) | $16,131 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,009 |
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 | $214,071 | $63,299+238.2% | $91,001+135.2% | $62,292+243.7% |
| Participation rate | 97.5% | 73.3%+24.1pp | 75.6%+21.9pp | 69.5%+27.9pp |
| Annual return | 19.15% | 20.99%-1.8pp | 4.60%+14.5pp | 28.90%-9.7pp |
| Employer contribution / active EE | $1,304 | $1,807-27.8% | $2,456-46.9% | $2,042-36.2% |
| Participant deferral / active EE | $8,969 | $2,943+204.8% | $3,547+152.8% | $3,169+183.0% |
| Admin fee / account holder | $174 | $468-62.8% | $5,417-96.8% | $479-63.7% |