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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,295 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,964 |
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 | $41,633 | $46,100-9.7% | $86,590-51.9% | $69,631-40.2% |
| Participation rate | 84.7% | 67.2%+17.5pp | 73.5%+11.1pp | 70.7%+14.0pp |
| Annual return | 15.77% | 21.02%-5.3pp | 964.84%-949.1pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $237 | $1,850-87.2% | $2,839-91.7% | $2,032-88.3% |
| Participant deferral / active EE | $2,432 | $2,4320% | $3,609-32.6% | $3,224-24.6% |
| Admin fee / account holder | $28 | $94-70.3% | $4,906-99.4% | $110-74.7% |