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) | $5,926 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,938 |
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 | $45,825 | $55,182-17.0% | $73,307-37.5% | $55,191-17.0% |
| Participation rate | 72.0% | 73.9%-1.9pp | 74.9%-2.9pp | 69.2%+2.9pp |
| Annual return | 2.86% | 8.55%-5.7pp | 5.67%-2.8pp | 10.78%-7.9pp |
| Employer contribution / active EE | $1,871 | $1,935-3.3% | $3,237-42.2% | $1,899-1.4% |
| Participant deferral / active EE | $5,894 | $4,641+27.0% | $4,991+18.1% | $3,046+93.5% |
| Admin fee / account holder | $10 | $68-85.5% | $5,637-99.8% | $91-89.1% |