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) | $6,245 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,531 | $55,002+73.7% | $59,878+59.5% | $56,287+69.7% |
| Participation rate | 81.0% | 75.9%+5.0pp | 74.7%+6.3pp | 69.9%+11.1pp |
| Annual return | -7.98% | 1.13%-9.1pp | 3.46%-11.4pp | -9.96%+2.0pp |
| Employer contribution / active EE | $10,678 | $2,448+336.2% | $2,722+292.3% | $2,111+405.8% |
| Participant deferral / active EE | $8,873 | $3,121+184.3% | $3,402+160.8% | $3,350+164.9% |
| Admin fee / account holder | $39 | $236-83.6% | $3,590-98.9% | $521-92.6% |