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) | $5,813 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,316 |
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 | $102,804 | $64,909+58.4% | $82,313+24.9% | $62,292+65.0% |
| Participation rate | 93.2% | 74.9%+18.4pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 22.20% | 21.18%+1.0pp | 25.88%-3.7pp | 28.90%-6.7pp |
| Employer contribution / active EE | $1,710 | $1,676+2.0% | $2,428-29.6% | $2,042-16.3% |
| Participant deferral / active EE | $4,064 | $3,103+31.0% | $3,706+9.7% | $3,169+28.3% |
| Admin fee / account holder | $59 | $440-86.5% | $5,608-98.9% | $479-87.6% |