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) | $6,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,465 |
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 | $68,866 | $73,102-5.8% | $123,544-44.3% | $56,287+22.3% |
| Participation rate | 74.9% | 74.3%+0.5pp | 82.3%-7.4pp | 69.9%+5.0pp |
| Annual return | -3.77% | 3.01%-6.8pp | 119.20%-123.0pp | -9.96%+6.2pp |
| Employer contribution / active EE | $1,384 | $2,977-53.5% | $4,628-70.1% | $2,111-34.4% |
| Participant deferral / active EE | $10,429 | $5,423+92.3% | $6,426+62.3% | $3,350+211.3% |
| Admin fee / account holder | $36 | $554-93.5% | $9,284-99.6% | $521-93.1% |