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) | $7,795 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,330 |
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 | $154,034 | $74,347+107.2% | $93,606+64.6% | $67,579+127.9% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 71.3%+28.2pp |
| Annual return | 20.36% | 28.07%-7.7pp | 32.76%-12.4pp | 378.56%-358.2pp |
| Employer contribution / active EE | $6,100 | $2,583+136.2% | $2,718+124.4% | $2,148+184.0% |
| Participant deferral / active EE | $5,622 | $4,060+38.5% | $4,069+38.2% | $3,539+58.8% |
| Admin fee / account holder | $5 | $123-95.6% | $7,888-99.9% | $142-96.2% |