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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,384 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,769 |
Annual investment return 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 | $119,106 | $89,652+32.9% | $141,162-15.6% | $65,185+82.7% |
| Participation rate | 72.1% | 74.7%-2.6pp | 82.5%-10.4pp | 70.2%+1.9pp |
| Annual return | 19.79% | 32.79%-13.0pp | 71.39%-51.6pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,265 | $3,065-26.1% | $4,735-52.2% | $2,177+4.1% |
| Participant deferral / active EE | $4,663 | $5,691-18.1% | $6,709-30.5% | $3,514+32.7% |
| Admin fee / account holder | $56 | $569-90.2% | $10,261-99.5% | $847-93.4% |