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) | $11,025 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,069 |
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 | $130,608 | $57,108+128.7% | $94,224+38.6% | $52,331+149.6% |
| Participation rate | 98.2% | 72.9%+25.3pp | 78.8%+19.4pp | 68.1%+30.1pp |
| Annual return | 0.10% | 1.47%-1.4pp | 10.68%-10.6pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,520 | $1,735+102.9% | $3,587-1.9% | $1,882+87.1% |
| Participant deferral / active EE | $3,864 | $3,040+27.1% | $4,320-10.6% | $3,022+27.8% |
| Admin fee / account holder | $114 | $546-79.2% | $6,269-98.2% | $592-80.8% |