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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,118 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,019 |
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 | $108,636 | $112,315-3.3% | $81,367+33.5% | $55,191+96.8% |
| Participation rate | 89.5% | 88.0%+1.5pp | 82.3%+7.2pp | 69.2%+20.3pp |
| Annual return | -0.00% | 0.62%-0.6pp | -0.92%+0.9pp | 10.78%-10.8pp |
| Employer contribution / active EE | $2,462 | $4,239-41.9% | $3,930-37.4% | $1,899+29.7% |
| Participant deferral / active EE | $6,351 | $6,435-1.3% | $5,383+18.0% | $3,046+108.5% |
| Admin fee / account holder | $55 | $83-33.4% | $8,926-99.4% | $91-38.9% |