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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,577 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,677 |
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 | $106,612 | $111,491-4.4% | $189,513-43.7% | $86,799+22.8% |
| Participation rate | 95.3% | 87.3%+8.0pp | 87.8%+7.5pp | 72.3%+23.1pp |
| Annual return | 16.55% | 83.50%-67.0pp | 555.15%-538.6pp | 97.91%-81.4pp |
| Employer contribution / active EE | $4,731 | $3,951+19.7% | $6,162-23.2% | $2,405+96.7% |
| Participant deferral / active EE | $5,640 | $6,437-12.4% | $8,221-31.4% | $4,131+36.5% |
| Admin fee / account holder | $36 | $189-81.1% | $12,045-99.7% | $170-79.0% |