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) | $50,722 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $22,542 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$106,462 |
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 | $447,840 | $99,957+348.0% | $149,696+199.2% | $73,488+509.4% |
| Participation rate | 98.9% | 75.7%+23.2pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 14.91% | 53.87%-39.0pp | 276.60%-261.7pp | 28.51%-13.6pp |
| Employer contribution / active EE | $12,962 | $3,191+306.2% | $4,644+179.1% | $2,270+471.0% |
| Participant deferral / active EE | $11,058 | $6,073+82.1% | $6,842+61.6% | $3,740+195.7% |
| Admin fee / account holder | -$128 | $551-123.2% | $9,309-101.4% | $513-124.9% |