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) | $6,485 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,080 |
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 | $160,530 | $80,753+98.8% | $136,294+17.8% | $62,292+157.7% |
| Participation rate | 98.5% | 73.5%+24.9pp | 81.9%+16.5pp | 69.5%+28.9pp |
| Annual return | 21.89% | 35.83%-13.9pp | 5155.94%-5134.0pp | 28.90%-7.0pp |
| Employer contribution / active EE | $18,103 | $2,884+527.8% | $4,695+285.6% | $2,042+786.5% |
| Participant deferral / active EE | $8,418 | $5,164+63.0% | $6,247+34.7% | $3,169+165.6% |
| Admin fee / account holder | $37 | $525-92.9% | $9,243-99.6% | $479-92.3% |