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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,887 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,295 |
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 | $66,379 | $79,428-16.4% | $106,548-37.7% | $79,386-16.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 76.1%+23.9pp | 70.7%+29.3pp |
| Annual return | 13.28% | 18.27%-5.0pp | 26.80%-13.5pp | 116.85%-103.6pp |
| Employer contribution / active EE | $6,794 | $2,234+204.1% | $2,819+141.0% | $2,427+179.9% |
| Participant deferral / active EE | $10,192 | $3,823+166.6% | $4,398+131.7% | $4,046+151.9% |
| Admin fee / account holder | $91 | $523-82.6% | $7,407-98.8% | $626-85.5% |