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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$64,581 |
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 | $148,981 | $88,730+67.9% | $82,313+81.0% | $77,958+91.1% |
| Participation rate | 91.2% | 84.5%+6.7pp | 76.9%+14.3pp | 71.6%+19.6pp |
| Annual return | 21.49% | 20.88%+0.6pp | 25.88%-4.4pp | 20.87%+0.6pp |
| Employer contribution / active EE | $2,323 | $2,758-15.8% | $2,428-4.3% | $2,310+0.6% |
| Participant deferral / active EE | $8,443 | $4,634+82.2% | $3,706+127.8% | $3,537+138.7% |
| Admin fee / account holder | -$38 | $74-151.3% | $5,608-100.7% | $97-139.0% |