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) | $5,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,902 |
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 | $123,430 | $73,404+68.2% | $87,100+41.7% | $67,579+82.6% |
| Participation rate | 99.2% | 80.9%+18.4pp | 76.9%+22.4pp | 71.3%+28.0pp |
| Annual return | 25.36% | 48.29%-22.9pp | 28.19%-2.8pp | 378.56%-353.2pp |
| Employer contribution / active EE | $2,434 | $2,014+20.8% | $2,521-3.5% | $2,148+13.3% |
| Participant deferral / active EE | $5,122 | $3,913+30.9% | $4,049+26.5% | $3,539+44.7% |
| Admin fee / account holder | $5 | $142-96.2% | $7,497-99.9% | $142-96.2% |