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) | $12,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,600 |
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 | $97,971 | $73,404+33.5% | $87,100+12.5% | $67,579+45.0% |
| Participation rate | 88.8% | 80.9%+7.9pp | 76.9%+11.9pp | 71.3%+17.5pp |
| Annual return | 22.20% | 48.29%-26.1pp | 28.19%-6.0pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,611 | $2,014-20.0% | $2,521-36.1% | $2,148-25.0% |
| Participant deferral / active EE | $4,917 | $3,913+25.7% | $4,049+21.4% | $3,539+38.9% |
| Admin fee / account holder | $33 | $142-76.4% | $7,497-99.6% | $142-76.5% |