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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,966 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,488 |
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 | $212,548 | $88,324+140.6% | $115,037+84.8% | $55,191+285.1% |
| Participation rate | 99.7% | 72.5%+27.2pp | 81.4%+18.3pp | 69.2%+30.5pp |
| Annual return | 5.23% | 6.30%-1.1pp | 26.14%-20.9pp | 10.78%-5.5pp |
| Employer contribution / active EE | $9,838 | $2,805+250.7% | $4,608+113.5% | $1,899+418.1% |
| Participant deferral / active EE | $6,910 | $5,042+37.0% | $6,026+14.7% | $3,046+126.8% |
| Admin fee / account holder | -$40 | $105-137.5% | $8,175-100.5% | $91-143.5% |