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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,550 |
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 | $98,908 | $66,302+49.2% | $110,238-10.3% | $56,287+75.7% |
| Participation rate | 97.0% | 74.9%+22.0pp | 79.8%+17.1pp | 69.9%+27.1pp |
| Annual return | 2.88% | -1.18%+4.1pp | 314.74%-311.9pp | -9.96%+12.8pp |
| Employer contribution / active EE | $4,195 | $2,047+104.9% | $3,826+9.6% | $2,111+98.7% |
| Participant deferral / active EE | $5,742 | $3,381+69.8% | $4,672+22.9% | $3,350+71.4% |
| Admin fee / account holder | $96 | $698-86.2% | $8,547-98.9% | $521-81.5% |