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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$81,066 |
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 | $189,777 | $63,905+197.0% | $74,183+155.8% | $57,658+229.1% |
| Participation rate | 87.0% | 79.8%+7.2pp | 76.6%+10.3pp | 70.2%+16.7pp |
| Annual return | 6.54% | 60.60%-54.1pp | 17.74%-11.2pp | 5.13%+1.4pp |
| Employer contribution / active EE | $4,515 | $1,840+145.3% | $2,370+90.5% | $1,974+128.8% |
| Participant deferral / active EE | $10,329 | $3,448+199.5% | $3,550+191.0% | $3,061+237.5% |
| Admin fee / account holder | $28 | $91-69.2% | $5,586-99.5% | $95-70.3% |