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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $38,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$59,751 |
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 | $119,322 | $176,491-32.4% | $95,952+24.4% | $90,288+32.2% |
| Participation rate | 93.5% | 86.6%+6.9pp | 77.1%+16.4pp | 73.4%+20.2pp |
| Annual return | 24.98% | 20.14%+4.8pp | 91.61%-66.6pp | 53.97%-29.0pp |
| Employer contribution / active EE | $1,247 | $2,789-55.3% | $2,541-50.9% | $2,524-50.6% |
| Participant deferral / active EE | $6,426 | $5,340+20.4% | $4,167+54.2% | $4,232+51.8% |
| Admin fee / account holder | -$16 | $154-110.4% | $6,795-100.2% | $114-114.0% |