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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,188 |
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 | $120,419 | $69,159+74.1% | $125,175-3.8% | $67,579+78.2% |
| Participation rate | 95.1% | 78.2%+16.9pp | 79.8%+15.4pp | 71.3%+23.9pp |
| Annual return | 25.06% | 27.12%-2.1pp | 43.79%-18.7pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,347 | $2,023-33.4% | $3,865-65.2% | $2,148-37.3% |
| Participant deferral / active EE | $5,529 | $3,700+49.5% | $4,937+12.0% | $3,539+56.2% |
| Admin fee / account holder | $54 | $142-61.9% | $9,702-99.4% | $142-62.0% |