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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,371 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,075 |
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 | $157,060 | $65,223+140.8% | $80,019+96.3% | $55,725+181.8% |
| Participation rate | 99.3% | 80.6%+18.8pp | 75.8%+23.5pp | 70.9%+28.5pp |
| Annual return | 96.21% | 7.59%+88.6pp | 11.22%+85.0pp | 244.93%-148.7pp |
| Employer contribution / active EE | $5,592 | $2,544+119.8% | $2,468+126.6% | $2,078+169.1% |
| Participant deferral / active EE | $6,497 | $3,881+67.4% | $3,686+76.3% | $3,356+93.6% |
| Admin fee / account holder | $70 | $114-38.8% | $6,521-98.9% | $115-39.4% |