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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,984 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,644 |
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 | $196,691 | $93,182+111.1% | $146,665+34.1% | $79,386+147.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 23.30% | 21.61%+1.7pp | 22.74%+0.6pp | 116.85%-93.6pp |
| Employer contribution / active EE | $5,642 | $2,420+133.2% | $4,136+36.4% | $2,427+132.4% |
| Participant deferral / active EE | $8,958 | $4,169+114.9% | $5,506+62.7% | $4,046+121.4% |
| Admin fee / account holder | $68 | $585-88.4% | $10,280-99.3% | $626-89.2% |