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) | $5,031 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,661 |
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 | $120,459 | $73,404+64.1% | $87,100+38.3% | $67,579+78.2% |
| Participation rate | 72.3% | 80.9%-8.6pp | 76.9%-4.6pp | 71.3%+1.0pp |
| Annual return | 22.36% | 48.29%-25.9pp | 28.19%-5.8pp | 378.56%-356.2pp |
| Employer contribution / active EE | $3,614 | $2,014+79.5% | $2,521+43.3% | $2,148+68.3% |
| Participant deferral / active EE | $5,851 | $3,913+49.5% | $4,049+44.5% | $3,539+65.3% |
| Admin fee / account holder | $21 | $142-85.2% | $7,497-99.7% | $142-85.2% |