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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,174 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,528 |
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 | $96,885 | $58,347+66.0% | $85,682+13.1% | $86,799+11.6% |
| Participation rate | 94.9% | 64.9%+30.0pp | 69.9%+25.1pp | 72.3%+22.7pp |
| Annual return | 21.16% | 18.43%+2.7pp | 21.49%-0.3pp | 97.91%-76.7pp |
| Employer contribution / active EE | $427 | $1,751-75.6% | $2,618-83.7% | $2,405-82.3% |
| Participant deferral / active EE | $7,873 | $3,065+156.8% | $3,923+100.7% | $4,131+90.6% |
| Admin fee / account holder | $4 | $147-97.2% | $6,873-99.9% | $170-97.5% |