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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,575 |
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 | $144,943 | $78,419+84.8% | $133,956+8.2% | $73,409+97.4% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.8%+14.5pp | 72.2%+22.1pp |
| Annual return | 23.81% | 33.35%-9.5pp | 45.09%-21.3pp | 59.29%-35.5pp |
| Employer contribution / active EE | $1,403 | $2,044-31.4% | $3,919-64.2% | $2,234-37.2% |
| Participant deferral / active EE | $5,943 | $3,925+51.4% | $5,048+17.7% | $3,805+56.2% |
| Admin fee / account holder | $48 | $161-70.0% | $8,927-99.5% | $158-69.3% |