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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,810 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,241 |
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 | $91,655 | $78,419+16.9% | $133,956-31.6% | $73,409+24.9% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.8%+18.8pp | 72.2%+26.5pp |
| Annual return | 16.90% | 33.35%-16.5pp | 45.09%-28.2pp | 59.29%-42.4pp |
| Employer contribution / active EE | $3,876 | $2,044+89.7% | $3,919-1.1% | $2,234+73.5% |
| Participant deferral / active EE | $8,573 | $3,925+118.4% | $5,048+69.8% | $3,805+125.3% |
| Admin fee / account holder | $64 | $161-60.4% | $8,927-99.3% | $158-59.5% |