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) | $9,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,363 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $27,630 | $96,458-71.4% | $136,294-79.7% | $77,958-64.6% |
| Participation rate | 83.2% | 75.4%+7.8pp | 81.9%+1.3pp | 71.6%+11.5pp |
| Annual return | 23.33% | 23.78%-0.4pp | 5155.94%-5132.6pp | 20.87%+2.5pp |
| Employer contribution / active EE | $646 | $3,144-79.5% | $4,695-86.2% | $2,310-72.0% |
| Participant deferral / active EE | $4,503 | $5,902-23.7% | $6,247-27.9% | $3,537+27.3% |
| Admin fee / account holder | $9 | $80-88.6% | $9,243-99.9% | $97-90.6% |