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) | $35,517 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,679 |
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 | $123,303 | $71,666+72.1% | $117,854+4.6% | $69,631+77.1% |
| Participation rate | 94.6% | 77.5%+17.0pp | 79.7%+14.9pp | 70.7%+23.9pp |
| Annual return | 18.75% | 18.86%-0.1pp | 335.08%-316.3pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $4,564 | $1,889+141.6% | $3,786+20.5% | $2,032+124.6% |
| Participant deferral / active EE | $4,351 | $3,340+30.3% | $4,482-2.9% | $3,224+35.0% |
| Admin fee / account holder | $175 | $120+45.8% | $8,020-97.8% | $110+58.9% |