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) | $5,781 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,881 |
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 | $138,751 | $39,819+248.5% | $67,834+104.5% | $57,658+140.6% |
| Participation rate | 75.6% | 61.2%+14.4pp | 68.8%+6.8pp | 70.2%+5.4pp |
| Annual return | 7.06% | 9.19%-2.1pp | 138.47%-131.4pp | 5.13%+1.9pp |
| Employer contribution / active EE | $2,124 | $1,277+66.4% | $2,403-11.6% | $1,974+7.6% |
| Participant deferral / active EE | $5,193 | $2,209+135.1% | $3,160+64.4% | $3,061+69.7% |
| Admin fee / account holder | -$36 | $84-142.5% | $4,622-100.8% | $95-137.6% |