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) | $17,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,231 |
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 | $85,956 | $85,135+1.0% | $98,907-13.1% | $73,409+17.1% |
| Participation rate | 94.4% | 81.1%+13.3pp | 76.0%+18.4pp | 72.2%+22.3pp |
| Annual return | 15.21% | 19.14%-3.9pp | 196.43%-181.2pp | 59.29%-44.1pp |
| Employer contribution / active EE | $1,898 | $2,721-30.3% | $2,689-29.4% | $2,234-15.0% |
| Participant deferral / active EE | $5,360 | $4,349+23.3% | $4,244+26.3% | $3,805+40.9% |
| Admin fee / account holder | $36 | $139-73.9% | $6,642-99.5% | $158-77.0% |