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) | $7,246 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,488 |
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 | $225,623 | $183,924+22.7% | $97,995+130.2% | - |
| Participation rate | 100.0% | 67.3%+32.7pp | 82.4%+17.6pp | - |
| Annual return | 17.34% | 14.55%+2.8pp | 23.94%-6.6pp | - |
| Employer contribution / active EE | $10,883 | $1,983+448.7% | $4,158+161.7% | - |
| Participant deferral / active EE | $10,337 | $3,061+237.7% | $5,097+102.8% | - |
| Admin fee / account holder | $34 | $14,079-99.8% | $5,943-99.4% | - |