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) | $5,469 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,225 |
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 | $122,334 | $80,753+51.5% | $136,294-10.2% | $62,292+96.4% |
| Participation rate | 79.9% | 73.5%+6.4pp | 81.9%-2.0pp | 69.5%+10.4pp |
| Annual return | 22.97% | 35.83%-12.9pp | 5155.94%-5133.0pp | 28.90%-5.9pp |
| Employer contribution / active EE | $2,221 | $2,884-23.0% | $4,695-52.7% | $2,042+8.8% |
| Participant deferral / active EE | $8,789 | $5,164+70.2% | $6,247+40.7% | $3,169+177.4% |
| Admin fee / account holder | $34 | $525-93.5% | $9,243-99.6% | $479-92.8% |