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) | $22,808 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,030 |
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 | $84,241 | $88,515-4.8% | $162,163-48.1% | $67,579+24.7% |
| Participation rate | 96.7% | 86.8%+9.9pp | 87.6%+9.1pp | 71.3%+25.4pp |
| Annual return | 24.88% | 27.04%-2.2pp | 115.59%-90.7pp | 378.56%-353.7pp |
| Employer contribution / active EE | $4,114 | $3,563+15.5% | $5,614-26.7% | $2,148+91.6% |
| Participant deferral / active EE | $4,562 | $5,724-20.3% | $7,298-37.5% | $3,539+28.9% |
| Admin fee / account holder | $51 | $124-58.8% | $10,843-99.5% | $142-64.2% |