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) | $20,949 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,050 |
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 | $121,211 | $72,770+66.6% | $67,652+79.2% | $55,191+119.6% |
| Participation rate | 96.0% | 78.8%+17.3pp | 75.7%+20.4pp | 69.2%+26.9pp |
| Annual return | 1.84% | -3.26%+5.1pp | 6625.04%-6623.2pp | 10.78%-8.9pp |
| Employer contribution / active EE | $2,386 | $1,769+34.8% | $2,266+5.3% | $1,899+25.6% |
| Participant deferral / active EE | $8,588 | $3,408+152.0% | $3,560+141.3% | $3,046+181.9% |
| Admin fee / account holder | -$22 | $79-127.9% | $4,821-100.5% | $91-124.2% |