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) | $7,032 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,631 |
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 | $66,391 | $79,523-16.5% | $140,016-52.6% | $56,287+18.0% |
| Participation rate | 97.5% | 85.7%+11.8pp | 87.5%+10.0pp | 69.9%+27.7pp |
| Annual return | -5.82% | 2.39%-8.2pp | 651.12%-656.9pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,498 | $3,350-55.3% | $5,606-73.3% | $2,111-29.0% |
| Participant deferral / active EE | $5,097 | $5,129-0.6% | $6,927-26.4% | $3,350+52.2% |
| Admin fee / account holder | $59 | $614-90.5% | $10,705-99.5% | $521-88.8% |