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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,697 |
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 | $59,757 | $65,223-8.4% | $80,019-25.3% | $55,725+7.2% |
| Participation rate | 93.3% | 80.6%+12.7pp | 75.8%+17.4pp | 70.9%+22.4pp |
| Annual return | -5.65% | 7.59%-13.2pp | 11.22%-16.9pp | 244.93%-250.6pp |
| Employer contribution / active EE | $4,958 | $2,544+94.9% | $2,468+100.9% | $2,078+138.6% |
| Participant deferral / active EE | $7,383 | $3,881+90.2% | $3,686+100.3% | $3,356+120.0% |
| Admin fee / account holder | $43 | $114-62.5% | $6,521-99.3% | $115-62.8% |