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 |
|---|---|---|
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $23,268 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISOR, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,541 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $181,127 | $89,652+102.0% | $141,162+28.3% | $65,185+177.9% |
| Participation rate | 97.2% | 74.7%+22.4pp | 82.5%+14.7pp | 70.2%+27.0pp |
| Annual return | 23.14% | 32.79%-9.7pp | 71.39%-48.2pp | 29.38%-6.2pp |
| Employer contribution / active EE | $14,133 | $3,065+361.2% | $4,735+198.5% | $2,177+549.3% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $85 | $569-85.1% | $10,261-99.2% | $847-90.0% |