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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,212 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$35,131 |
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 | $127,271 | $64,286+98.0% | $90,951+39.9% | $73,409+73.4% |
| Participation rate | 70.9% | 63.6%+7.3pp | 69.0%+1.9pp | 72.2%-1.3pp |
| Annual return | 25.97% | 21.45%+4.5pp | 134.60%-108.6pp | 59.29%-33.3pp |
| Employer contribution / active EE | $2,176 | $895+143.3% | $2,122+2.6% | $2,234-2.6% |
| Participant deferral / active EE | $4,496 | $2,453+83.3% | $3,373+33.3% | $3,805+18.2% |
| Admin fee / account holder | $49 | $287-82.8% | $5,959-99.2% | $158-68.7% |