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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,763 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$17,244 |
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 | $106,272 | $66,750+59.2% | $105,722+0.5% | $57,658+84.3% |
| Participation rate | 96.0% | 79.2%+16.9pp | 78.9%+17.1pp | 70.2%+25.8pp |
| Annual return | 12.80% | 10.99%+1.8pp | 12.25%+0.6pp | 5.13%+7.7pp |
| Employer contribution / active EE | $4,922 | $3,766+30.7% | $4,079+20.7% | $1,974+149.4% |
| Participant deferral / active EE | $6,783 | $4,933+37.5% | $5,326+27.4% | $3,061+121.6% |
| Admin fee / account holder | $9 | $88-89.4% | $8,308-99.9% | $95-90.1% |