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) | $33,265 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,611 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $160,255 | $75,284+112.9% | $91,001+76.1% | $69,631+130.1% |
| Participation rate | 82.2% | 80.4%+1.8pp | 75.6%+6.6pp | 70.7%+11.5pp |
| Annual return | 11.11% | 48.40%-37.3pp | 4.60%+6.5pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $4,543 | $2,473+83.7% | $2,456+85.0% | $2,032+123.5% |
| Participant deferral / active EE | $7,816 | $3,700+111.3% | $3,547+120.3% | $3,224+142.5% |
| Admin fee / account holder | $9 | $111-91.5% | $5,417-99.8% | $110-91.5% |