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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,638 |
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 | $99,730 | $55,790+78.8% | $76,817+29.8% | $67,579+47.6% |
| Participation rate | 99.6% | 71.1%+28.5pp | 72.1%+27.5pp | 71.3%+28.3pp |
| Annual return | 23.53% | 64.45%-40.9pp | 1166.11%-1142.6pp | 378.56%-355.0pp |
| Employer contribution / active EE | $4,417 | $1,810+144.0% | $2,302+91.9% | $2,148+105.7% |
| Participant deferral / active EE | $4,199 | $2,875+46.1% | $3,336+25.9% | $3,539+18.6% |
| Admin fee / account holder | $54 | $159-66.2% | $6,420-99.2% | $142-62.2% |