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) | $6,507 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,488 |
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 | $76,689 | $64,909+18.1% | $82,313-6.8% | $62,292+23.1% |
| Participation rate | 80.8% | 74.9%+5.9pp | 76.9%+3.9pp | 69.5%+11.3pp |
| Annual return | 19.58% | 21.18%-1.6pp | 25.88%-6.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,000 | $1,676-40.4% | $2,428-58.8% | $2,042-51.1% |
| Participant deferral / active EE | $2,889 | $3,103-6.9% | $3,706-22.1% | $3,169-8.8% |
| Admin fee / account holder | $76 | $440-82.8% | $5,608-98.7% | $479-84.2% |