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) | $28,343 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,125 |
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 | $127,582 | $35,485+259.5% | $74,550+71.1% | $55,725+128.9% |
| Participation rate | 70.8% | 62.5%+8.3pp | 69.1%+1.7pp | 70.9%0pp |
| Annual return | -3.24% | 0.72%-4.0pp | 32.53%-35.8pp | 244.93%-248.2pp |
| Employer contribution / active EE | $2,133 | $777+174.4% | $1,961+8.8% | $2,078+2.6% |
| Participant deferral / active EE | $5,077 | $2,181+132.8% | $3,108+63.3% | $3,356+51.3% |
| Admin fee / account holder | $72 | $114-36.7% | $5,060-98.6% | $115-37.1% |