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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $24,087 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,742 |
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 | $74,264 | $61,473+20.8% | $81,930-9.4% | $73,409+1.2% |
| Participation rate | 89.9% | 72.4%+17.6pp | 72.0%+17.9pp | 72.2%+17.8pp |
| Annual return | 16.65% | 28.26%-11.6pp | 29.49%-12.8pp | 59.29%-42.6pp |
| Employer contribution / active EE | $3,860 | $1,898+103.4% | $4,310-10.4% | $2,234+72.8% |
| Participant deferral / active EE | $5,346 | $3,080+73.6% | $7,107-24.8% | $3,805+40.5% |
| Admin fee / account holder | $33 | $125-73.9% | $5,158-99.4% | $158-79.3% |