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) | $15,378 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,984 |
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 | $155,951 | $70,908+119.9% | $98,907+57.7% | $73,488+112.2% |
| Participation rate | 96.0% | 73.8%+22.2pp | 76.0%+20.0pp | 70.7%+25.3pp |
| Annual return | 21.07% | 34.17%-13.1pp | 196.43%-175.4pp | 28.51%-7.4pp |
| Employer contribution / active EE | $6,361 | $2,036+212.4% | $2,689+136.6% | $2,270+180.2% |
| Participant deferral / active EE | $6,740 | $3,500+92.6% | $4,244+58.8% | $3,740+80.2% |
| Admin fee / account holder | -$11 | $535-102.1% | $6,642-100.2% | $513-102.2% |