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) | $13,243 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,444 |
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 | $72,179 | $86,332-16.4% | $125,175-42.3% | $65,185+10.7% |
| Participation rate | 91.0% | 75.3%+15.7pp | 79.8%+11.2pp | 70.2%+20.8pp |
| Annual return | 20.08% | 27.43%-7.3pp | 43.79%-23.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $2,812 | $2,040+37.8% | $3,865-27.3% | $2,177+29.2% |
| Participant deferral / active EE | $3,302 | $3,537-6.7% | $4,937-33.1% | $3,514-6.0% |
| Admin fee / account holder | $79 | $609-87.0% | $9,702-99.2% | $847-90.6% |