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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,721 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $150,265 | $86,332+74.1% | $125,175+20.0% | $65,185+130.5% |
| Participation rate | 98.0% | 75.3%+22.7pp | 79.8%+18.2pp | 70.2%+27.8pp |
| Annual return | 15.22% | 27.43%-12.2pp | 43.79%-28.6pp | 29.38%-14.2pp |
| Employer contribution / active EE | $3,586 | $2,040+75.8% | $3,865-7.2% | $2,177+64.8% |
| Participant deferral / active EE | $5,712 | $3,537+61.5% | $4,937+15.7% | $3,514+62.6% |
| Admin fee / account holder | $56 | $609-90.8% | $9,702-99.4% | $847-93.4% |