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) | $7,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,697 |
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 | $104,482 | $85,135+22.7% | $98,907+5.6% | $73,409+42.3% |
| Participation rate | 98.7% | 81.1%+17.6pp | 76.0%+22.7pp | 72.2%+26.6pp |
| Annual return | 19.65% | 19.14%+0.5pp | 196.43%-176.8pp | 59.29%-39.6pp |
| Employer contribution / active EE | $5,963 | $2,721+119.2% | $2,689+121.8% | $2,234+167.0% |
| Participant deferral / active EE | $5,983 | $4,349+37.6% | $4,244+41.0% | $3,805+57.2% |
| Admin fee / account holder | -$69 | $139-149.9% | $6,642-101.0% | $158-144.0% |