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) | $18,991 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,975 |
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 | $79,679 | $75,284+5.8% | $91,001-12.4% | $69,631+14.4% |
| Participation rate | 98.9% | 80.4%+18.5pp | 75.6%+23.3pp | 70.7%+28.2pp |
| Annual return | 19.85% | 48.40%-28.6pp | 4.60%+15.2pp | 27571.02%-27551.2pp |
| Employer contribution / active EE | $5,577 | $2,473+125.5% | $2,456+127.1% | $2,032+174.4% |
| Participant deferral / active EE | $6,424 | $3,700+73.6% | $3,547+81.1% | $3,224+99.3% |
| Admin fee / account holder | $73 | $111-33.6% | $5,417-98.6% | $110-33.5% |