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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $26,812 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$40,232 |
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 | $105,334 | $107,378-1.9% | $108,579-3.0% | $57,658+82.7% |
| Participation rate | 97.4% | 77.1%+20.3pp | 79.6%+17.8pp | 70.2%+27.2pp |
| Annual return | 6.41% | 12.80%-6.4pp | -51.70%+58.1pp | 5.13%+1.3pp |
| Employer contribution / active EE | $4,899 | $1,782+175.0% | $3,758+30.4% | $1,974+148.2% |
| Participant deferral / active EE | $4,330 | $3,221+34.4% | $4,311+0.4% | $3,061+41.5% |
| Admin fee / account holder | -$37 | $108-133.7% | $7,645-100.5% | $95-138.7% |