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) | $15,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,244 |
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 | $42,534 | $46,173-7.9% | $170,442-75.0% | $69,631-38.9% |
| Participation rate | 74.2% | 63.9%+10.3pp | 83.6%-9.4pp | 70.7%+3.6pp |
| Annual return | 28.44% | 21.62%+6.8pp | 205.93%-177.5pp | 27571.02%-27542.6pp |
| Employer contribution / active EE | $2,566 | $1,610+59.4% | $5,433-52.8% | $2,032+26.3% |
| Participant deferral / active EE | $6,072 | $2,080+191.9% | $4,939+22.9% | $3,224+88.3% |
| Admin fee / account holder | $34 | $116-71.0% | $13,880-99.8% | $110-69.6% |