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) | $22,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$95,231 |
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 | $175,124 | $78,419+123.3% | $133,956+30.7% | $73,409+138.6% |
| Participation rate | 89.1% | 78.6%+10.5pp | 79.8%+9.3pp | 72.2%+16.9pp |
| Annual return | 22.62% | 33.35%-10.7pp | 45.09%-22.5pp | 59.29%-36.7pp |
| Employer contribution / active EE | $6,772 | $2,044+231.4% | $3,919+72.8% | $2,234+203.2% |
| Participant deferral / active EE | $9,229 | $3,925+135.1% | $5,048+82.8% | $3,805+142.5% |
| Admin fee / account holder | -$75 | $161-146.7% | $8,927-100.8% | $158-147.7% |