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 8-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) | $7,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $840 |
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 | $51,663 | $70,908-27.1% | $98,907-47.8% | $73,488-29.7% |
| Participation rate | 94.5% | 73.8%+20.8pp | 76.0%+18.5pp | 70.7%+23.9pp |
| Annual return | 17.62% | 34.17%-16.5pp | 196.43%-178.8pp | 28.51%-10.9pp |
| Employer contribution / active EE | $6,746 | $2,036+231.3% | $2,689+150.9% | $2,270+197.2% |
| Participant deferral / active EE | $9,993 | $3,500+185.5% | $4,244+135.4% | $3,740+167.2% |
| Admin fee / account holder | $59 | $535-89.0% | $6,642-99.1% | $513-88.5% |