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) | $7,920 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$31,532 |
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 | $91,370 | $74,347+22.9% | $93,606-2.4% | $67,579+35.2% |
| Participation rate | 98.0% | 80.6%+17.4pp | 75.8%+22.2pp | 71.3%+26.7pp |
| Annual return | 22.83% | 28.07%-5.2pp | 32.76%-9.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $4,761 | $2,583+84.3% | $2,718+75.2% | $2,148+121.7% |
| Participant deferral / active EE | $5,754 | $4,060+41.7% | $4,069+41.4% | $3,539+62.6% |
| Admin fee / account holder | -$39 | $123-132.2% | $7,888-100.5% | $142-127.7% |