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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,490 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,523 |
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 | $60,615 | $89,355-32.2% | $141,162-57.1% | $72,985-16.9% |
| Participation rate | 87.8% | 75.1%+12.6pp | 82.5%+5.3pp | 69.5%+18.3pp |
| Annual return | 22.50% | 111.85%-89.3pp | 71.39%-48.9pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,021 | $3,114-67.2% | $4,735-78.4% | $2,440-58.2% |
| Participant deferral / active EE | $5,296 | $5,418-2.3% | $6,709-21.1% | $3,607+46.8% |
| Admin fee / account holder | $59 | $5,958-99.0% | $10,261-99.4% | $5,124-98.9% |