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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,454 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,819 |
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 | $83,171 | $65,376+27.2% | $87,100-4.5% | $65,185+27.6% |
| Participation rate | 79.3% | 75.3%+3.9pp | 76.9%+2.4pp | 70.2%+9.1pp |
| Annual return | 22.36% | 31.27%-8.9pp | 28.19%-5.8pp | 29.38%-7.0pp |
| Employer contribution / active EE | $1,057 | $1,822-42.0% | $2,521-58.1% | $2,177-51.4% |
| Participant deferral / active EE | $3,235 | $3,388-4.5% | $4,049-20.1% | $3,514-7.9% |
| Admin fee / account holder | $92 | $520-82.2% | $7,497-98.8% | $847-89.1% |