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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,070 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,688 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $74,236 | $46,966+58.1% | $185,117-59.9% | $69,631+6.6% |
| Participation rate | 95.8% | 65.3%+30.6pp | 77.3%+18.6pp | 70.7%+25.2pp |
| Annual return | 23.52% | 22.36%+1.2pp | 40.50%-17.0pp | 27571.02%-27547.5pp |
| Employer contribution / active EE | -$1,566 | $1,360-215.1% | $4,182-137.4% | $2,032-177.1% |
| Participant deferral / active EE | $5,077 | $3,017+68.3% | $5,045+0.6% | $3,224+57.5% |
| Admin fee / account holder | $25 | $94-73.8% | $8,159-99.7% | $110-77.7% |