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) | $5,309 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,948 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,793 | $62,543+26.0% | $83,333-5.4% | $55,725+41.4% |
| Participation rate | 89.9% | 78.4%+11.5pp | 77.8%+12.2pp | 70.9%+19.1pp |
| Annual return | -6.69% | 14.85%-21.5pp | 10.63%-17.3pp | 244.93%-251.6pp |
| Employer contribution / active EE | $1,335 | $2,427-45.0% | $3,379-60.5% | $2,078-35.8% |
| Participant deferral / active EE | $4,756 | $5,682-16.3% | $5,565-14.5% | $3,356+41.7% |
| Admin fee / account holder | $25 | $103-75.3% | $7,510-99.7% | $115-77.9% |