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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,911 |
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 | $192,325 | $98,750+94.8% | $149,696+28.5% | $79,858+140.8% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.3pp |
| Annual return | 18.84% | 27.43%-8.6pp | 276.60%-257.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $11,632 | $3,216+261.6% | $4,644+150.5% | $2,471+370.8% |
| Participant deferral / active EE | $27,891 | $5,680+391.0% | $6,842+307.7% | $3,740+645.7% |
| Admin fee / account holder | $70 | $6,053-98.8% | $9,309-99.2% | $5,306-98.7% |