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 9-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) | $15,064 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,463 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $130,001 | $71,666+81.4% | $117,854+10.3% | $69,631+86.7% |
| Participation rate | 93.4% | 77.5%+15.8pp | 79.7%+13.7pp | 70.7%+22.7pp |
| Annual return | 20.64% | 18.86%+1.8pp | 335.08%-314.4pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $561 | $1,889-70.3% | $3,786-85.2% | $2,032-72.4% |
| Participant deferral / active EE | $5,692 | $3,340+70.4% | $4,482+27.0% | $3,224+76.6% |
| Admin fee / account holder | $46 | $120-61.5% | $8,020-99.4% | $110-58.1% |