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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,650 |
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 | $88,070 | $69,159+27.3% | $125,175-29.6% | $67,579+30.3% |
| Participation rate | 97.2% | 78.2%+19.0pp | 79.8%+17.4pp | 71.3%+25.9pp |
| Annual return | 23.60% | 27.12%-3.5pp | 43.79%-20.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $2,002 | $2,023-1.1% | $3,865-48.2% | $2,148-6.8% |
| Participant deferral / active EE | $7,442 | $3,700+101.2% | $4,937+50.8% | $3,539+110.3% |
| Admin fee / account holder | $36 | $142-74.7% | $9,702-99.6% | $142-74.8% |