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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,711 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,856 |
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 | $135,726 | $80,753+68.1% | $136,294-0.4% | $62,292+117.9% |
| Participation rate | 97.7% | 73.5%+24.1pp | 81.9%+15.7pp | 69.5%+28.1pp |
| Annual return | 16.08% | 35.83%-19.8pp | 5155.94%-5139.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $4,457 | $2,884+54.6% | $4,695-5.1% | $2,042+118.3% |
| Participant deferral / active EE | $6,013 | $5,164+16.4% | $6,247-3.7% | $3,169+89.7% |
| Admin fee / account holder | $61 | $525-88.3% | $9,243-99.3% | $479-87.2% |