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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,181 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,092 |
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 | $82,631 | $70,106+17.9% | $80,975+2.0% | $63,975+29.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 71.1%+16.4pp |
| Annual return | 18.33% | 13.93%+4.4pp | 17.10%+1.2pp | 48.65%-30.3pp |
| Employer contribution / active EE | $5,735 | $2,042+180.9% | $3,714+54.4% | $2,182+162.9% |
| Participant deferral / active EE | $12,324 | $5,245+135.0% | $5,696+116.4% | $3,356+267.2% |
| Admin fee / account holder | $32 | $57-44.6% | $5,516-99.4% | $70-55.2% |