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) | $8,790 |
Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
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 | $53,170 | $88,122-39.7% | $141,162-62.3% | $67,579-21.3% |
| Participation rate | 87.3% | 76.5%+10.8pp | 82.5%+4.8pp | 71.3%+16.0pp |
| Annual return | 32.11% | 75.40%-43.3pp | 71.39%-39.3pp | 378.56%-346.4pp |
| Employer contribution / active EE | $507 | $3,224-84.3% | $4,735-89.3% | $2,148-76.4% |
| Participant deferral / active EE | $10,695 | $5,958+79.5% | $6,709+59.4% | $3,539+202.2% |
| Admin fee / account holder | $35 | $131-73.0% | $10,261-99.7% | $142-75.1% |