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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,041 |
Service code 37 · EIN 04-2647786 | Loan Processing | $919 |
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 | $132,447 | $99,957+32.5% | $149,696-11.5% | $73,488+80.2% |
| Participation rate | 74.6% | 75.7%-1.1pp | 82.5%-7.9pp | 70.7%+3.9pp |
| Annual return | 23.47% | 53.87%-30.4pp | 276.60%-253.1pp | 28.51%-5.0pp |
| Employer contribution / active EE | $2,232 | $3,191-30.1% | $4,644-51.9% | $2,270-1.7% |
| Participant deferral / active EE | $6,102 | $6,073+0.5% | $6,842-10.8% | $3,740+63.2% |
| Admin fee / account holder | $42 | $551-92.3% | $9,309-99.5% | $513-91.8% |