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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,382 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,349 |
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 | $88,108 | $73,638+19.6% | $95,952-8.2% | $73,488+19.9% |
| Participation rate | 95.4% | 76.2%+19.3pp | 77.1%+18.4pp | 70.7%+24.7pp |
| Annual return | 18.41% | 16.78%+1.6pp | 91.61%-73.2pp | 28.51%-10.1pp |
| Employer contribution / active EE | $2,454 | $1,863+31.7% | $2,541-3.4% | $2,270+8.1% |
| Participant deferral / active EE | $4,490 | $3,617+24.2% | $4,167+7.8% | $3,740+20.1% |
| Admin fee / account holder | $67 | $482-86.1% | $6,795-99.0% | $513-86.9% |