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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,319 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,666 |
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 | $24,755 | $75,388-67.2% | $123,544-80.0% | $55,725-55.6% |
| Participation rate | 87.8% | 75.7%+12.1pp | 82.3%+5.5pp | 70.9%+17.0pp |
| Annual return | -4.35% | 4.48%-8.8pp | 119.20%-123.5pp | 244.93%-249.3pp |
| Employer contribution / active EE | $986 | $3,063-67.8% | $4,628-78.7% | $2,078-52.6% |
| Participant deferral / active EE | $3,428 | $5,651-39.3% | $6,426-46.7% | $3,356+2.2% |
| Admin fee / account holder | $23 | $120-80.9% | $9,284-99.8% | $115-80.2% |