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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,826 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,143 |
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 | $59,492 | $73,404-19.0% | $87,100-31.7% | $67,579-12.0% |
| Participation rate | 89.5% | 80.9%+8.7pp | 76.9%+12.7pp | 71.3%+18.2pp |
| Annual return | 20.61% | 48.29%-27.7pp | 28.19%-7.6pp | 378.56%-358.0pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $4,634 | $3,913+18.4% | $4,049+14.5% | $3,539+30.9% |
| Admin fee / account holder | -$33 | $142-123.6% | $7,497-100.4% | $142-123.5% |