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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $36,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,782 |
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 | $102,005 | $40,174+153.9% | $84,015+21.4% | $67,579+50.9% |
| Participation rate | 90.0% | 62.7%+27.3pp | 69.0%+21.0pp | 71.3%+18.7pp |
| Annual return | 24.47% | 25.82%-1.3pp | 71.31%-46.8pp | 378.56%-354.1pp |
| Employer contribution / active EE | $2,283 | $808+182.7% | $1,983+15.1% | $2,148+6.3% |
| Participant deferral / active EE | $4,978 | $2,301+116.4% | $3,239+53.7% | $3,539+40.7% |
| Admin fee / account holder | $62 | $128-52.1% | $6,101-99.0% | $142-56.8% |