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) | $9,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,991 |
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 | $129,970 | $99,957+30.0% | $149,696-13.2% | $73,488+76.9% |
| Participation rate | 74.1% | 75.7%-1.6pp | 82.5%-8.3pp | 70.7%+3.5pp |
| Annual return | 15.69% | 53.87%-38.2pp | 276.60%-260.9pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,644 | $3,191-17.2% | $4,644-43.1% | $2,270+16.5% |
| Participant deferral / active EE | $5,287 | $6,073-12.9% | $6,842-22.7% | $3,740+41.4% |
| Admin fee / account holder | $63 | $551-88.5% | $9,309-99.3% | $513-87.7% |