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) | $11,433 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
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 | $114,064 | $86,332+32.1% | $125,175-8.9% | $65,185+75.0% |
| Participation rate | 93.9% | 75.3%+18.6pp | 79.8%+14.1pp | 70.2%+23.7pp |
| Annual return | 22.61% | 27.43%-4.8pp | 43.79%-21.2pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,315 | $2,040-35.5% | $3,865-66.0% | $2,177-39.6% |
| Participant deferral / active EE | $6,352 | $3,537+79.6% | $4,937+28.7% | $3,514+80.8% |
| Admin fee / account holder | $34 | $609-94.4% | $9,702-99.6% | $847-96.0% |