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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,312 |
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 | $112,453 | $72,770+54.5% | $67,652+66.2% | $55,191+103.8% |
| Participation rate | 90.8% | 78.8%+12.1pp | 75.7%+15.2pp | 69.2%+21.7pp |
| Annual return | 2.42% | -3.26%+5.7pp | 6625.04%-6622.6pp | 10.78%-8.4pp |
| Employer contribution / active EE | $2,651 | $1,769+49.8% | $2,266+17.0% | $1,899+39.6% |
| Participant deferral / active EE | $5,584 | $3,408+63.8% | $3,560+56.9% | $3,046+83.3% |
| Admin fee / account holder | $24 | $79-69.8% | $4,821-99.5% | $91-73.8% |