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) | $11,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $806 |
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 | $137,642 | $65,376+110.5% | $87,100+58.0% | $65,185+111.2% |
| Participation rate | 86.6% | 75.3%+11.3pp | 76.9%+9.8pp | 70.2%+16.4pp |
| Annual return | 24.58% | 31.27%-6.7pp | 28.19%-3.6pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,923 | $1,822+60.4% | $2,521+15.9% | $2,177+34.3% |
| Participant deferral / active EE | $5,482 | $3,388+61.8% | $4,049+35.4% | $3,514+56.0% |
| Admin fee / account holder | $64 | $520-87.7% | $7,497-99.1% | $847-92.5% |