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) | $7,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,644 |
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 | $145,312 | $65,376+122.3% | $87,100+66.8% | $65,185+122.9% |
| Participation rate | 78.9% | 75.3%+3.6pp | 76.9%+2.0pp | 70.2%+8.7pp |
| Annual return | 23.47% | 31.27%-7.8pp | 28.19%-4.7pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,217 | $1,822+21.7% | $2,521-12.1% | $2,177+1.9% |
| Participant deferral / active EE | $4,115 | $3,388+21.4% | $4,049+1.6% | $3,514+17.1% |
| Admin fee / account holder | $82 | $520-84.3% | $7,497-98.9% | $847-90.4% |