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) | $6,650 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,463 |
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 | $154,834 | $58,726+163.7% | $92,233+67.9% | $62,292+148.6% |
| Participation rate | 97.6% | 68.3%+29.3pp | 76.5%+21.1pp | 69.5%+28.1pp |
| Annual return | 22.16% | 43.62%-21.5pp | 176.28%-154.1pp | 28.90%-6.7pp |
| Employer contribution / active EE | $2,454 | $2,392+2.6% | $3,679-33.3% | $2,042+20.2% |
| Participant deferral / active EE | $11,593 | $2,766+319.2% | $3,897+197.5% | $3,169+265.8% |
| Admin fee / account holder | $26 | $556-95.4% | $5,194-99.5% | $479-94.7% |