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) | $21,008 |
Service code 37 · EIN 04-2687786 | Loan Processing | -$4,194 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,571 | $85,635+17.4% | $123,892-18.8% | $63,975+57.2% |
| Participation rate | 77.8% | 74.9%+2.9pp | 81.4%-3.6pp | 71.1%+6.7pp |
| Annual return | 7.76% | 15.74%-8.0pp | 47.52%-39.8pp | 48.65%-40.9pp |
| Employer contribution / active EE | $8,184 | $3,076+166.0% | $4,617+77.3% | $2,182+275.1% |
| Participant deferral / active EE | $0 | $5,667-100.0% | $5,984-100.0% | $3,356-100.0% |
| Admin fee / account holder | $75 | $75+0.7% | $8,357-99.1% | $70+7.1% |