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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,499 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27 |
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 | $127,761 | $63,905+99.9% | $74,183+72.2% | $57,658+121.6% |
| Participation rate | 90.4% | 79.8%+10.6pp | 76.6%+13.8pp | 70.2%+20.1pp |
| Annual return | 7.58% | 60.60%-53.0pp | 17.74%-10.2pp | 5.13%+2.4pp |
| Employer contribution / active EE | $2,848 | $1,840+54.7% | $2,370+20.2% | $1,974+44.3% |
| Participant deferral / active EE | $5,958 | $3,448+72.8% | $3,550+67.8% | $3,061+94.7% |
| Admin fee / account holder | $42 | $91-54.1% | $5,586-99.3% | $95-55.8% |