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) | $31,492 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,010 |
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 | $90,187 | $80,360+12.2% | $90,1600% | $77,958+15.7% |
| Participation rate | 94.5% | 81.9%+12.6pp | 76.9%+17.6pp | 71.6%+22.8pp |
| Annual return | 19.91% | 24.56%-4.7pp | 34.88%-15.0pp | 20.87%-1.0pp |
| Employer contribution / active EE | $2,230 | $2,326-4.1% | $3,318-32.8% | $2,310-3.5% |
| Participant deferral / active EE | $5,372 | $5,829-7.8% | $5,288+1.6% | $3,537+51.9% |
| Admin fee / account holder | $17 | $64-73.7% | $5,943-99.7% | $97-82.8% |