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) | $5,101 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,925 |
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 | $101,940 | $52,639+93.7% | $185,117-44.9% | $62,292+63.6% |
| Participation rate | 73.4% | 63.9%+9.5pp | 77.3%-3.9pp | 69.5%+3.9pp |
| Annual return | 19.54% | 19.57%0pp | 40.50%-21.0pp | 28.90%-9.4pp |
| Employer contribution / active EE | $4,468 | $1,483+201.4% | $4,182+6.9% | $2,042+118.8% |
| Participant deferral / active EE | $2,931 | $3,097-5.4% | $5,045-41.9% | $3,169-7.5% |
| Admin fee / account holder | $49 | $374-86.8% | $8,159-99.4% | $479-89.7% |