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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,126 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,181 |
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 | $86,917 | $65,041+33.6% | $90,951-4.4% | $79,858+8.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 23.41% | 30.45%-7.0pp | 134.60%-111.2pp | 31.71%-8.3pp |
| Employer contribution / active EE | $594 | $1,247-52.4% | $2,122-72.0% | $2,471-76.0% |
| Participant deferral / active EE | $3,761 | $2,512+49.7% | $3,373+11.5% | $3,740+0.6% |
| Admin fee / account holder | $223 | $4,536-95.1% | $5,959-96.3% | $5,306-95.8% |