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 8-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) | $15,171 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,138 |
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 | $141,407 | $66,302+113.3% | $110,238+28.3% | $56,287+151.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -5.51% | -1.18%-4.3pp | 314.74%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $5,463 | $2,047+166.9% | $3,826+42.8% | $2,111+158.8% |
| Participant deferral / active EE | $7,789 | $3,381+130.4% | $4,672+66.7% | $3,350+132.5% |
| Admin fee / account holder | $63 | $698-91.0% | $8,547-99.3% | $521-87.9% |