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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,521 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,678 |
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 | $252,088 | $79,519+217.0% | $95,952+162.7% | $73,409+243.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 77.1%+6.2pp | 72.2%+11.1pp |
| Annual return | 16.14% | 19.20%-3.1pp | 91.61%-75.5pp | 59.29%-43.2pp |
| Employer contribution / active EE | $3,892 | $2,048+90.1% | $2,541+53.2% | $2,234+74.3% |
| Participant deferral / active EE | $9,453 | $4,138+128.4% | $4,167+126.9% | $3,805+148.4% |
| Admin fee / account holder | $47 | $184-74.4% | $6,795-99.3% | $158-70.2% |