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 7-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) | $8,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,838 |
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 | $56,062 | $78,419-28.5% | $133,956-58.1% | $73,409-23.6% |
| Participation rate | 96.1% | 78.6%+17.5pp | 79.8%+16.3pp | 72.2%+24.0pp |
| Annual return | 37.52% | 33.35%+4.2pp | 45.09%-7.6pp | 59.29%-21.8pp |
| Employer contribution / active EE | $8,694 | $2,044+325.4% | $3,919+121.9% | $2,234+289.2% |
| Participant deferral / active EE | $15,124 | $3,925+285.3% | $5,048+199.6% | $3,805+297.4% |
| Admin fee / account holder | $28 | $161-82.9% | $8,927-99.7% | $158-82.5% |