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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$70,046 |
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 | $355,613 | $73,102+386.5% | $123,544+187.8% | $56,287+531.8% |
| Participation rate | 98.9% | 74.3%+24.6pp | 82.3%+16.6pp | 69.9%+29.1pp |
| Annual return | -3.86% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $11,969 | $2,977+302.1% | $4,628+158.6% | $2,111+467.0% |
| Participant deferral / active EE | $9,984 | $5,423+84.1% | $6,426+55.4% | $3,350+198.0% |
| Admin fee / account holder | -$122 | $554-122.1% | $9,284-101.3% | $521-123.5% |