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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $93,923 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,628 |
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 | $151,879 | $127,481+19.1% | $149,696+1.5% | $90,288+68.2% |
| Participation rate | 78.7% | 78.2%+0.4pp | 82.5%-3.8pp | 73.4%+5.3pp |
| Annual return | 18.29% | 57.78%-39.5pp | 276.60%-258.3pp | 53.97%-35.7pp |
| Employer contribution / active EE | $898 | $3,448-74.0% | $4,644-80.7% | $2,524-64.4% |
| Participant deferral / active EE | $7,924 | $6,975+13.6% | $6,842+15.8% | $4,232+87.2% |
| Admin fee / account holder | $46 | $152-69.7% | $9,309-99.5% | $114-59.7% |