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) | $16,412 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,934 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,129 | $174,559-30.6% | $105,387+14.9% | $67,579+79.2% |
| Participation rate | 89.8% | 88.2%+1.6pp | 82.6%+7.3pp | 71.3%+18.5pp |
| Annual return | 19.79% | 23.63%-3.8pp | 26.82%-7.0pp | 378.56%-358.8pp |
| Employer contribution / active EE | $2,725 | $4,874-44.1% | $4,213-35.3% | $2,148+26.9% |
| Participant deferral / active EE | $7,481 | $7,563-1.1% | $5,502+36.0% | $3,539+111.4% |
| Admin fee / account holder | $70 | $270-74.1% | $6,559-98.9% | $142-50.7% |