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) | $5,603 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,944 |
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 | $117,025 | $61,473+90.4% | $81,930+42.8% | $73,409+59.4% |
| Participation rate | 96.1% | 72.4%+23.7pp | 72.0%+24.1pp | 72.2%+23.9pp |
| Annual return | 25.04% | 28.26%-3.2pp | 29.49%-4.5pp | 59.29%-34.3pp |
| Employer contribution / active EE | $4,293 | $1,898+126.2% | $4,310-0.4% | $2,234+92.2% |
| Participant deferral / active EE | $4,057 | $3,080+31.7% | $7,107-42.9% | $3,805+6.6% |
| Admin fee / account holder | -$66 | $125-152.3% | $5,158-101.3% | $158-141.5% |