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) | $11,311 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,144 |
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 | $71,858 | $62,267+15.4% | $110,238-34.8% | $55,725+29.0% |
| Participation rate | 80.5% | 78.1%+2.4pp | 79.8%+0.7pp | 70.9%+9.7pp |
| Annual return | -2.99% | -1.07%-1.9pp | 314.74%-317.7pp | 244.93%-247.9pp |
| Employer contribution / active EE | $1,301 | $1,941-33.0% | $3,826-66.0% | $2,078-37.4% |
| Participant deferral / active EE | $2,988 | $3,516-15.0% | $4,672-36.0% | $3,356-11.0% |
| Admin fee / account holder | $54 | $121-55.5% | $8,547-99.4% | $115-53.3% |