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) | $12,987 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,078 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $317,639 | $75,183+322.5% | $123,892+156.4% | $55,167+475.8% |
| Participation rate | 87.6% | 72.8%+14.8pp | 81.4%+6.2pp | 69.0%+18.6pp |
| Annual return | 155.77% | 19.01%+136.8pp | 47.52%+108.2pp | 169.23%-13.5pp |
| Employer contribution / active EE | $8,086 | $2,823+186.4% | $4,617+75.1% | $1,963+312.0% |
| Participant deferral / active EE | $7,446 | $5,084+46.4% | $5,984+24.4% | $3,054+143.8% |
| Admin fee / account holder | -$38 | $663-105.8% | $8,357-100.5% | $504-107.6% |