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) | $12,398 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,312 |
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 | $34,611 | $48,261-28.3% | $68,793-49.7% | $55,725-37.9% |
| Participation rate | 77.0% | 71.0%+6.0pp | 72.2%+4.8pp | 70.9%+6.2pp |
| Annual return | -5.01% | -2.61%-2.4pp | -4.63%-0.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $3,712 | $1,742+113.1% | $2,625+41.4% | $2,078+78.6% |
| Participant deferral / active EE | $3,212 | $2,712+18.5% | $3,311-3.0% | $3,356-4.3% |
| Admin fee / account holder | $15 | $126-87.9% | $5,131-99.7% | $115-86.8% |