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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,025 |
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 | $124,590 | $59,186+110.5% | $76,768+62.3% | $56,287+121.3% |
| Participation rate | 75.8% | 75.2%+0.6pp | 77.0%-1.1pp | 69.9%+6.0pp |
| Annual return | -6.12% | 6.62%-12.7pp | 2.43%-8.6pp | -9.96%+3.8pp |
| Employer contribution / active EE | $2,183 | $1,759+24.1% | $2,485-12.2% | $2,111+3.4% |
| Participant deferral / active EE | $3,878 | $3,255+19.1% | $3,852+0.7% | $3,350+15.8% |
| Admin fee / account holder | $69 | $489-86.0% | $6,675-99.0% | $521-86.8% |