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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $58,119 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$178,468 |
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 | $131,625 | $102,389+28.6% | $100,516+31.0% | $90,288+45.8% |
| Participation rate | 95.8% | 84.0%+11.7pp | 79.4%+16.4pp | 73.4%+22.4pp |
| Annual return | 22.16% | 22.50%-0.3pp | 30.89%-8.7pp | 53.97%-31.8pp |
| Employer contribution / active EE | $1,198 | $3,056-60.8% | $3,418-65.0% | $2,524-52.6% |
| Participant deferral / active EE | $6,352 | $7,514-15.5% | $6,270+1.3% | $4,232+50.1% |
| Admin fee / account holder | -$49 | $83-159.2% | $8,081-100.6% | $114-143.2% |