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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,946 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,455 |
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 | $62,795 | $65,376-3.9% | $87,100-27.9% | $65,185-3.7% |
| Participation rate | 70.5% | 75.3%-4.9pp | 76.9%-6.4pp | 70.2%+0.3pp |
| Annual return | 29.24% | 31.27%-2.0pp | 28.19%+1.1pp | 29.38%-0.1pp |
| Employer contribution / active EE | $2,112 | $1,822+15.9% | $2,521-16.2% | $2,177-3.0% |
| Participant deferral / active EE | $4,520 | $3,388+33.4% | $4,049+11.6% | $3,514+28.6% |
| Admin fee / account holder | $97 | $520-81.3% | $7,497-98.7% | $847-88.5% |