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) | $8,665 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,363 |
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 | $76,075 | $65,376+16.4% | $87,100-12.7% | $65,185+16.7% |
| Participation rate | 93.4% | 75.3%+18.1pp | 76.9%+16.6pp | 70.2%+23.2pp |
| Annual return | 25.44% | 31.27%-5.8pp | 28.19%-2.7pp | 29.38%-3.9pp |
| Employer contribution / active EE | $2,104 | $1,822+15.5% | $2,521-16.5% | $2,177-3.3% |
| Participant deferral / active EE | $4,202 | $3,388+24.0% | $4,049+3.8% | $3,514+19.6% |
| Admin fee / account holder | $76 | $520-85.4% | $7,497-99.0% | $847-91.1% |