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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,805 |
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 | $90,043 | $66,310+35.8% | $93,606-3.8% | $65,185+38.1% |
| Participation rate | 85.6% | 74.0%+11.6pp | 75.8%+9.7pp | 70.2%+15.4pp |
| Annual return | 23.87% | 42.58%-18.7pp | 32.76%-8.9pp | 29.38%-5.5pp |
| Employer contribution / active EE | $3,679 | $2,012+82.8% | $2,718+35.3% | $2,177+69.0% |
| Participant deferral / active EE | $8,743 | $3,342+161.6% | $4,069+114.9% | $3,514+148.8% |
| Admin fee / account holder | $89 | $6,897-98.7% | $7,888-98.9% | $847-89.5% |