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) | $12,887 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,427 |
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 | $113,563 | $41,467+173.9% | $67,313+68.7% | $55,725+103.8% |
| Participation rate | 96.9% | 62.5%+34.4pp | 69.1%+27.8pp | 70.9%+26.1pp |
| Annual return | -4.20% | 0.82%-5.0pp | -4.08%-0.1pp | 244.93%-249.1pp |
| Employer contribution / active EE | $1,430 | $1,316+8.6% | $2,566-44.3% | $2,078-31.2% |
| Participant deferral / active EE | $4,627 | $2,399+92.8% | $3,568+29.7% | $3,356+37.9% |
| Admin fee / account holder | -$28 | $102-127.1% | $4,507-100.6% | $115-124.1% |