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) | $6,814 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,831 |
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 | $101,255 | $56,972+77.7% | $182,532-44.5% | $65,185+55.3% |
| Participation rate | 74.8% | 66.5%+8.2pp | 78.0%-3.2pp | 70.2%+4.6pp |
| Annual return | 22.61% | 27.67%-5.1pp | 148.54%-125.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $4,705 | $1,615+191.4% | $4,076+15.4% | $2,177+116.2% |
| Participant deferral / active EE | $3,391 | $3,526-3.8% | $5,524-38.6% | $3,514-3.5% |
| Admin fee / account holder | $50 | $528-90.4% | $8,592-99.4% | $847-94.0% |