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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $72,317 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,930 |
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 | $82,895 | $75,760+9.4% | $123,104-32.7% | $59,188+40.1% |
| Participation rate | 96.7% | 86.0%+10.7pp | 86.8%+9.9pp | 69.4%+27.3pp |
| Annual return | -0.45% | 2.93%-3.4pp | 13.22%-13.7pp | 5.51%-6.0pp |
| Employer contribution / active EE | $4,688 | $3,415+37.2% | $5,151-9.0% | $2,098+123.4% |
| Participant deferral / active EE | $6,829 | $5,000+36.6% | $6,230+9.6% | $3,265+109.2% |
| Admin fee / account holder | $13 | $61-79.0% | $9,015-99.9% | $92-86.1% |