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 9-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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $140,015 |
Service code 37 · EIN 04-2647786 | Loan Processing | $87,404 |
Filed as: MCCONNELL AND JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $20,358 |
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 | $200,057 | $127,481+56.9% | $149,696+33.6% | $90,288+121.6% |
| Participation rate | 94.8% | 78.2%+16.6pp | 82.5%+12.4pp | 73.4%+21.5pp |
| Annual return | 24.87% | 57.78%-32.9pp | 276.60%-251.7pp | 53.97%-29.1pp |
| Employer contribution / active EE | $2,787 | $3,448-19.2% | $4,644-40.0% | $2,524+10.4% |
| Participant deferral / active EE | $10,379 | $6,975+48.8% | $6,842+51.7% | $4,232+145.2% |
| Admin fee / account holder | $104 | $152-31.7% | $9,309-98.9% | $114-9.2% |