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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $28,203 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,948 |
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 | $144,384 | $65,223+121.4% | $80,019+80.4% | $55,725+159.1% |
| Participation rate | 96.2% | 80.6%+15.7pp | 75.8%+20.4pp | 70.9%+25.4pp |
| Annual return | -4.55% | 7.59%-12.1pp | 11.22%-15.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $4,598 | $2,544+80.8% | $2,468+86.3% | $2,078+121.3% |
| Participant deferral / active EE | $7,856 | $3,881+102.4% | $3,686+113.1% | $3,356+134.1% |
| Admin fee / account holder | -$3 | $114-102.4% | $6,521-100.0% | $115-102.4% |