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) | $5,248 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,416 |
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 | $97,559 | $69,231+40.9% | $91,989+6.1% | $67,579+44.4% |
| Participation rate | 91.4% | 78.9%+12.4pp | 78.6%+12.7pp | 71.3%+20.1pp |
| Annual return | 27.99% | 32.03%-4.0pp | 69.02%-41.0pp | 378.56%-350.6pp |
| Employer contribution / active EE | $1,361 | $2,284-40.4% | $3,452-60.6% | $2,148-36.6% |
| Participant deferral / active EE | $4,992 | $5,854-14.7% | $5,923-15.7% | $3,539+41.1% |
| Admin fee / account holder | $25 | $107-76.6% | $7,743-99.7% | $142-82.4% |