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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,532 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,525 |
Annual investment return 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 | $109,982 | $62,267+76.6% | $110,238-0.2% | $55,725+97.4% |
| Participation rate | 94.3% | 78.1%+16.2pp | 79.8%+14.5pp | 70.9%+23.5pp |
| Annual return | -6.43% | -1.07%-5.4pp | 314.74%-321.2pp | 244.93%-251.4pp |
| Employer contribution / active EE | $1,369 | $1,941-29.5% | $3,826-64.2% | $2,078-34.1% |
| Participant deferral / active EE | $5,803 | $3,516+65.0% | $4,672+24.2% | $3,356+72.9% |
| Admin fee / account holder | $49 | $121-59.5% | $8,547-99.4% | $115-57.5% |