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) | $5,599 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,867 |
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 | $161,858 | $73,638+119.8% | $95,952+68.7% | $73,488+120.2% |
| Participation rate | 96.6% | 76.2%+20.5pp | 77.1%+19.6pp | 70.7%+26.0pp |
| Annual return | 13.71% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $652 | $1,863-65.0% | $2,541-74.4% | $2,270-71.3% |
| Participant deferral / active EE | $5,338 | $3,617+47.6% | $4,167+28.1% | $3,740+42.8% |
| Admin fee / account holder | $37 | $482-92.4% | $6,795-99.5% | $513-92.9% |