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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,865 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,453 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
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 | $110,208 | $52,293+110.8% | $178,490-38.3% | $73,409+50.1% |
| Participation rate | 95.5% | 65.3%+30.2pp | 81.9%+13.6pp | 72.2%+23.4pp |
| Annual return | 21.34% | 34.75%-13.4pp | 151.07%-129.7pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,022 | $1,735-41.1% | $5,011-79.6% | $2,234-54.2% |
| Participant deferral / active EE | $4,403 | $2,332+88.8% | $5,202-15.4% | $3,805+15.7% |
| Admin fee / account holder | $42 | $127-66.8% | $13,984-99.7% | $158-73.2% |