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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,841 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $504 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,720 | $71,666+48.9% | $117,854-9.4% | $69,631+53.3% |
| Participation rate | 89.1% | 77.5%+11.6pp | 79.7%+9.4pp | 70.7%+18.4pp |
| Annual return | 19.33% | 18.86%+0.5pp | 335.08%-315.7pp | 27571.02%-27551.7pp |
| Employer contribution / active EE | $402 | $1,889-78.7% | $3,786-89.4% | $2,032-80.2% |
| Participant deferral / active EE | $5,197 | $3,340+55.6% | $4,482+16.0% | $3,224+61.2% |
| Admin fee / account holder | $28 | $120-76.6% | $8,020-99.6% | $110-74.5% |