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) | $5,062 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,325 |
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 | $135,571 | $72,492+87.0% | $87,100+55.6% | $72,985+85.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 21.83% | 24.46%-2.6pp | 28.19%-6.4pp | 81.00%-59.2pp |
| Employer contribution / active EE | $3,529 | $1,894+86.3% | $2,521+39.9% | $2,440+44.6% |
| Participant deferral / active EE | $5,644 | $3,270+72.6% | $4,049+39.4% | $3,607+56.5% |
| Admin fee / account holder | $59 | $5,055-98.8% | $7,497-99.2% | $5,124-98.9% |