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) | $6,709 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,213 |
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 | $75,902 | $62,267+21.9% | $110,238-31.1% | $55,725+36.2% |
| Participation rate | 87.3% | 78.1%+9.1pp | 79.8%+7.4pp | 70.9%+16.4pp |
| Annual return | -5.07% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $1,668 | $1,941-14.1% | $3,826-56.4% | $2,078-19.8% |
| Participant deferral / active EE | $6,071 | $3,516+72.7% | $4,672+29.9% | $3,356+80.9% |
| Admin fee / account holder | $25 | $121-79.5% | $8,547-99.7% | $115-78.5% |