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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,183 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,063 |
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 | $86,747 | $69,159+25.4% | $125,175-30.7% | $67,579+28.4% |
| Participation rate | 71.9% | 78.2%-6.3pp | 79.8%-7.9pp | 71.3%+0.6pp |
| Annual return | 19.53% | 27.12%-7.6pp | 43.79%-24.3pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,178 | $2,023-41.8% | $3,865-69.5% | $2,148-45.1% |
| Participant deferral / active EE | $2,721 | $3,700-26.5% | $4,937-44.9% | $3,539-23.1% |
| Admin fee / account holder | $62 | $142-56.3% | $9,702-99.4% | $142-56.4% |