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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $73,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,527 |
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 | $134,157 | $113,995+17.7% | $127,761+5.0% | $77,787+72.5% |
| Participation rate | 99.4% | 85.7%+13.7pp | 79.0%+20.4pp | 73.2%+26.2pp |
| Annual return | 26.85% | 26.09%+0.8pp | 26.14%+0.7pp | 32.57%-5.7pp |
| Employer contribution / active EE | $11,030 | $6,012+83.5% | $4,574+141.1% | $2,504+340.4% |
| Participant deferral / active EE | $12,098 | $7,267+66.5% | $6,021+100.9% | $3,967+204.9% |
| Admin fee / account holder | $8 | $108-92.4% | $9,395-99.9% | $100-91.8% |