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) | $6,327 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,444 |
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 | $96,414 | $136,307-29.3% | $177,821-45.8% | $73,488+31.2% |
| Participation rate | 97.7% | 86.1%+11.6pp | 87.7%+10.0pp | 70.7%+27.0pp |
| Annual return | 18.36% | 18.68%-0.3pp | 48.32%-30.0pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,701 | $3,712-54.2% | $5,918-71.3% | $2,270-25.1% |
| Participant deferral / active EE | $6,291 | $5,829+7.9% | $7,714-18.5% | $3,740+68.2% |
| Admin fee / account holder | $49 | $596-91.7% | $12,427-99.6% | $513-90.4% |