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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,199 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$53,766 |
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 | $161,364 | $44,059+266.2% | $71,671+125.1% | $69,631+131.7% |
| Participation rate | 74.0% | 60.8%+13.3pp | 68.7%+5.3pp | 70.7%+3.3pp |
| Annual return | 17.22% | 21.97%-4.8pp | 20.65%-3.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $1,640 | $1,305+25.7% | $2,460-33.3% | $2,032-19.3% |
| Participant deferral / active EE | $4,863 | $2,370+105.2% | $3,438+41.4% | $3,224+50.8% |
| Admin fee / account holder | -$65 | $108-160.2% | $5,558-101.2% | $110-158.7% |