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) | $37,785 |
Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
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 | $108,838 | $105,247+3.4% | $87,100+25.0% | $77,787+39.9% |
| Participation rate | 96.4% | 85.8%+10.6pp | 76.9%+19.5pp | 73.2%+23.1pp |
| Annual return | 25.30% | 24.52%+0.8pp | 28.19%-2.9pp | 32.57%-7.3pp |
| Employer contribution / active EE | $1,327 | $2,895-54.1% | $2,521-47.4% | $2,504-47.0% |
| Participant deferral / active EE | $6,721 | $5,060+32.8% | $4,049+66.0% | $3,967+69.4% |
| Admin fee / account holder | $32 | $104-69.5% | $7,497-99.6% | $100-68.1% |