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) | $8,368 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
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 | $126,595 | $71,666+76.6% | $117,854+7.4% | $69,631+81.8% |
| Participation rate | 99.6% | 77.5%+22.1pp | 79.7%+20.0pp | 70.7%+29.0pp |
| Annual return | 21.03% | 18.86%+2.2pp | 335.08%-314.0pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $2,441 | $1,889+29.2% | $3,786-35.5% | $2,032+20.1% |
| Participant deferral / active EE | $7,482 | $3,340+124.0% | $4,482+66.9% | $3,224+132.1% |
| Admin fee / account holder | $29 | $120-75.7% | $8,020-99.6% | $110-73.5% |