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) | $37,367 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,004 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,698 | $82,279-60.3% | $77,999-58.1% | $63,975-48.9% |
| Participation rate | 97.1% | 84.7%+12.4pp | 75.5%+21.6pp | 71.1%+26.0pp |
| Annual return | 7.30% | 11.20%-3.9pp | 425.96%-418.7pp | 48.65%-41.4pp |
| Employer contribution / active EE | $1,387 | $3,297-57.9% | $2,470-43.8% | $2,182-36.4% |
| Participant deferral / active EE | $2,325 | $4,538-48.8% | $3,497-33.5% | $3,356-30.7% |
| Admin fee / account holder | $31 | $81-61.9% | $5,480-99.4% | $70-56.0% |