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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $39,503 |
STRATEGIC ADVISORS, INC.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,067 |
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 | $89,254 | $46,173+93.3% | $170,442-47.6% | $69,631+28.2% |
| Participation rate | 94.9% | 63.9%+31.0pp | 83.6%+11.3pp | 70.7%+24.2pp |
| Annual return | 16.98% | 21.62%-4.6pp | 205.93%-188.9pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $871 | $1,610-45.9% | $5,433-84.0% | $2,032-57.1% |
| Participant deferral / active EE | $4,737 | $2,080+127.7% | $4,939-4.1% | $3,224+47.0% |
| Admin fee / account holder | $91 | $116-21.5% | $13,880-99.3% | $110-17.6% |