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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,508 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,605 |
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 | $102,288 | $70,908+44.3% | $98,907+3.4% | $73,488+39.2% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.7pp | 70.7%+25.1pp |
| Annual return | 19.44% | 34.17%-14.7pp | 196.43%-177.0pp | 28.51%-9.1pp |
| Employer contribution / active EE | $8,360 | $2,036+310.5% | $2,689+210.9% | $2,270+268.2% |
| Participant deferral / active EE | $9,266 | $3,500+164.8% | $4,244+118.3% | $3,740+147.8% |
| Admin fee / account holder | $74 | $535-86.2% | $6,642-98.9% | $513-85.6% |