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) | $17,675 |
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 38-1493490 | Direct Payment | $3,419 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$55,815 |
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 | $115,111 | $63,905+80.1% | $74,183+55.2% | $57,658+99.6% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.6%+18.6pp | 70.2%+25.0pp |
| Annual return | 6.47% | 60.60%-54.1pp | 17.74%-11.3pp | 5.13%+1.3pp |
| Employer contribution / active EE | $1,338 | $1,840-27.3% | $2,370-43.5% | $1,974-32.2% |
| Participant deferral / active EE | $6,551 | $3,448+90.0% | $3,550+84.6% | $3,061+114.1% |
| Admin fee / account holder | -$46 | $91-150.3% | $5,586-100.8% | $95-148.4% |