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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,527 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $102,255 | $107,378-4.8% | $108,579-5.8% | $57,658+77.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 8.00% | 12.80%-4.8pp | -51.70%+59.7pp | 5.13%+2.9pp |
| Employer contribution / active EE | $2,387 | $1,782+33.9% | $3,758-36.5% | $1,974+20.9% |
| Participant deferral / active EE | $7,007 | $3,221+117.6% | $4,311+62.5% | $3,061+128.9% |
| Admin fee / account holder | $23 | $108-78.5% | $7,645-99.7% | $95-75.4% |