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) | $11,479 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,281 |
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 | $166,085 | $81,474+103.9% | $133,956+24.0% | $73,488+126.0% |
| Participation rate | 91.7% | 76.4%+15.3pp | 79.8%+11.8pp | 70.7%+21.0pp |
| Annual return | 21.38% | 19.40%+2.0pp | 45.09%-23.7pp | 28.51%-7.1pp |
| Employer contribution / active EE | $1,811 | $2,209-18.0% | $3,919-53.8% | $2,270-20.2% |
| Participant deferral / active EE | $6,811 | $3,786+79.9% | $5,048+34.9% | $3,740+82.1% |
| Admin fee / account holder | $94 | $713-86.8% | $8,927-98.9% | $513-81.6% |