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) | $9,713 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,845 |
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 | $120,045 | $73,102+64.2% | $123,544-2.8% | $56,287+113.3% |
| Participation rate | 98.9% | 74.3%+24.6pp | 82.3%+16.6pp | 69.9%+29.1pp |
| Annual return | -5.20% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $4,475 | $2,977+50.3% | $4,628-3.3% | $2,111+112.0% |
| Participant deferral / active EE | $6,087 | $5,423+12.3% | $6,426-5.3% | $3,350+81.7% |
| Admin fee / account holder | $65 | $554-88.3% | $9,284-99.3% | $521-87.5% |