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) | $7,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,613 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,193 | $69,305-34.8% | $82,313-45.1% | $69,631-35.1% |
| Participation rate | 92.8% | 80.3%+12.6pp | 76.9%+15.9pp | 70.7%+22.2pp |
| Annual return | 15.76% | 21.47%-5.7pp | 25.88%-10.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $0 | $1,887-100.0% | $2,428-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,234 | $3,568+18.7% | $3,706+14.2% | $3,224+31.3% |
| Admin fee / account holder | $20 | $97-79.7% | $5,608-99.6% | $110-82.1% |