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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $22,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,576 |
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 | $94,386 | $111,608-15.4% | $177,821-46.9% | $73,409+28.6% |
| Participation rate | 97.3% | 87.9%+9.5pp | 87.7%+9.6pp | 72.2%+25.2pp |
| Annual return | 19.74% | 18.23%+1.5pp | 48.32%-28.6pp | 59.29%-39.6pp |
| Employer contribution / active EE | $4,617 | $3,796+21.6% | $5,918-22.0% | $2,234+106.7% |
| Participant deferral / active EE | $5,806 | $6,199-6.3% | $7,714-24.7% | $3,805+52.6% |
| Admin fee / account holder | $45 | $166-72.8% | $12,427-99.6% | $158-71.4% |