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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,313 |
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 | $193,803 | $74,347+160.7% | $93,606+107.0% | $67,579+186.8% |
| Participation rate | 99.3% | 80.6%+18.7pp | 75.8%+23.4pp | 71.3%+28.0pp |
| Annual return | 21.22% | 28.07%-6.9pp | 32.76%-11.5pp | 378.56%-357.3pp |
| Employer contribution / active EE | $5,609 | $2,583+117.1% | $2,718+106.4% | $2,148+161.1% |
| Participant deferral / active EE | $6,826 | $4,060+68.1% | $4,069+67.8% | $3,539+92.9% |
| Admin fee / account holder | -$71 | $123-158.0% | $7,888-100.9% | $142-150.0% |