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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,606 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,088 |
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 | $80,149 | $37,196+115.5% | $154,107-48.0% | $55,725+43.8% |
| Participation rate | 91.7% | 64.1%+27.6pp | 83.0%+8.7pp | 70.9%+20.9pp |
| Annual return | -4.72% | 1319.68%-1324.4pp | 735.12%-739.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $921 | $1,614-43.0% | $5,298-82.6% | $2,078-55.7% |
| Participant deferral / active EE | $4,595 | $2,068+122.2% | $5,081-9.6% | $3,356+36.9% |
| Admin fee / account holder | $32 | $102-68.3% | $13,411-99.8% | $115-72.0% |