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) | $23,469 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $165 |
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 | $98,605 | $57,096+72.7% | $94,224+4.6% | $55,191+78.7% |
| Participation rate | 98.8% | 75.7%+23.2pp | 78.8%+20.1pp | 69.2%+29.7pp |
| Annual return | 0.59% | 159.65%-159.1pp | 10.68%-10.1pp | 10.78%-10.2pp |
| Employer contribution / active EE | $4,706 | $1,708+175.5% | $3,587+31.2% | $1,899+147.8% |
| Participant deferral / active EE | $4,293 | $3,165+35.6% | $4,320-0.6% | $3,046+40.9% |
| Admin fee / account holder | $64 | $89-28.0% | $6,269-99.0% | $91-29.3% |