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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,256 |
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 | $65,669 | $73,404-10.5% | $87,100-24.6% | $67,579-2.8% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.9%+18.1pp | 71.3%+23.7pp |
| Annual return | 25.19% | 48.29%-23.1pp | 28.19%-3.0pp | 378.56%-353.4pp |
| Employer contribution / active EE | $2,214 | $2,014+10.0% | $2,521-12.2% | $2,148+3.1% |
| Participant deferral / active EE | $3,910 | $3,913-0.1% | $4,049-3.4% | $3,539+10.5% |
| Admin fee / account holder | $43 | $142-69.6% | $7,497-99.4% | $142-69.8% |