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) | $8,010 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,643 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $266,457 | $67,606+294.1% | $82,313+223.7% | $70,131+279.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.55% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,878 | $1,755+291.9% | $2,428+183.2% | $2,342+193.6% |
| Participant deferral / active EE | $7,470 | $2,987+150.1% | $3,706+101.6% | $3,332+124.2% |
| Admin fee / account holder | $90 | $4,512-98.0% | $5,608-98.4% | $4,645-98.1% |