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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,731 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,849 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $304,508 | $61,473+395.4% | $81,930+271.7% | $73,409+314.8% |
| Participation rate | 92.1% | 72.4%+19.7pp | 72.0%+20.1pp | 72.2%+19.9pp |
| Annual return | 16.05% | 28.26%-12.2pp | 29.49%-13.4pp | 59.29%-43.2pp |
| Employer contribution / active EE | $4,601 | $1,898+142.4% | $4,310+6.7% | $2,234+106.0% |
| Participant deferral / active EE | $7,127 | $3,080+131.4% | $7,107+0.3% | $3,805+87.3% |
| Admin fee / account holder | -$59 | $125-146.9% | $5,158-101.1% | $158-137.3% |