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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,819 |
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 | $122,481 | $73,638+66.3% | $95,952+27.6% | $73,488+66.7% |
| Participation rate | 96.5% | 76.2%+20.3pp | 77.1%+19.4pp | 70.7%+25.8pp |
| Annual return | 25.46% | 16.78%+8.7pp | 91.61%-66.2pp | 28.51%-3.1pp |
| Employer contribution / active EE | $1,795 | $1,863-3.6% | $2,541-29.3% | $2,270-20.9% |
| Participant deferral / active EE | $4,581 | $3,617+26.7% | $4,167+9.9% | $3,740+22.5% |
| Admin fee / account holder | $49 | $482-89.7% | $6,795-99.3% | $513-90.4% |