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) | $8,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,730 |
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 | $113,683 | $99,957+13.7% | $149,696-24.1% | $73,488+54.7% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.5%+9.7pp | 70.7%+21.5pp |
| Annual return | 16.99% | 53.87%-36.9pp | 276.60%-259.6pp | 28.51%-11.5pp |
| Employer contribution / active EE | $6,600 | $3,191+106.8% | $4,644+42.1% | $2,270+190.8% |
| Participant deferral / active EE | $10,613 | $6,073+74.8% | $6,842+55.1% | $3,740+183.8% |
| Admin fee / account holder | $33 | $551-94.0% | $9,309-99.6% | $513-93.6% |