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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
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 | $88,502 | $54,237+63.2% | $90,281-2.0% | $67,579+31.0% |
| Participation rate | 80.2% | 68.6%+11.5pp | 73.3%+6.9pp | 71.3%+8.9pp |
| Annual return | 20.57% | 37.27%-16.7pp | 78.10%-57.5pp | 378.56%-358.0pp |
| Employer contribution / active EE | $1,304 | $1,846-29.4% | $2,854-54.3% | $2,148-39.3% |
| Participant deferral / active EE | $3,950 | $2,625+50.5% | $3,885+1.7% | $3,539+11.6% |
| Admin fee / account holder | $59 | $123-52.2% | $5,351-98.9% | $142-58.5% |