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) | $8,394 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,544 |
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 | $136,478 | $88,515+54.2% | $162,163-15.8% | $67,579+102.0% |
| Participation rate | 80.9% | 86.8%-5.9pp | 87.6%-6.6pp | 71.3%+9.7pp |
| Annual return | 22.57% | 27.04%-4.5pp | 115.59%-93.0pp | 378.56%-356.0pp |
| Employer contribution / active EE | $2,150 | $3,563-39.7% | $5,614-61.7% | $2,148+0.1% |
| Participant deferral / active EE | $7,035 | $5,724+22.9% | $7,298-3.6% | $3,539+98.8% |
| Admin fee / account holder | $60 | $124-51.6% | $10,843-99.4% | $142-57.9% |