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) | $5,581 |
Service code 37 · EIN 04-2647786 | Loan Processing | $808 |
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 | $167,941 | $62,586+168.3% | $76,768+118.8% | $64,186+161.6% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -3.32% | -1.95%-1.4pp | 2.43%-5.8pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,953 | $1,832+61.2% | $2,485+18.8% | $2,381+24.0% |
| Participant deferral / active EE | $14,394 | $3,145+357.7% | $3,852+273.7% | $3,470+314.9% |
| Admin fee / account holder | $52 | $4,667-98.9% | $6,675-99.2% | $4,888-98.9% |