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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,436 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,105 |
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 | $123,677 | $79,519+55.5% | $95,952+28.9% | $73,409+68.5% |
| Participation rate | 74.0% | 81.2%-7.2pp | 77.1%-3.0pp | 72.2%+1.9pp |
| Annual return | 14.90% | 19.20%-4.3pp | 91.61%-76.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $4,004 | $2,048+95.5% | $2,541+57.6% | $2,234+79.2% |
| Participant deferral / active EE | $6,144 | $4,138+48.5% | $4,167+47.5% | $3,805+61.5% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |