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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $88,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,919 |
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 | $114,694 | $88,874+29.1% | $123,544-7.2% | $75,289+52.3% |
| Participation rate | 75.9% | 75.9%0pp | 82.3%-6.4pp | 72.4%+3.5pp |
| Annual return | -2.66% | 4.22%-6.9pp | 119.20%-121.9pp | -0.04%-2.6pp |
| Employer contribution / active EE | $793 | $3,256-75.6% | $4,628-82.9% | $2,405-67.0% |
| Participant deferral / active EE | $7,069 | $6,174+14.5% | $6,426+10.0% | $3,739+89.1% |
| Admin fee / account holder | $63 | $95-33.2% | $9,284-99.3% | $102-38.2% |