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) | $14,677 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,006 |
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 | $88,755 | $59,186+50.0% | $76,768+15.6% | $56,287+57.7% |
| Participation rate | 91.4% | 75.2%+16.2pp | 77.0%+14.4pp | 69.9%+21.5pp |
| Annual return | -5.61% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,887 | $1,759+7.3% | $2,485-24.1% | $2,111-10.6% |
| Participant deferral / active EE | $4,049 | $3,255+24.4% | $3,852+5.1% | $3,350+20.9% |
| Admin fee / account holder | $104 | $489-78.7% | $6,675-98.4% | $521-80.0% |