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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,646 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,440 |
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 | $172,682 | $74,347+132.3% | $93,606+84.5% | $67,579+155.5% |
| Participation rate | 98.4% | 80.6%+17.8pp | 75.8%+22.5pp | 71.3%+27.1pp |
| Annual return | 22.27% | 28.07%-5.8pp | 32.76%-10.5pp | 378.56%-356.3pp |
| Employer contribution / active EE | $5,281 | $2,583+104.4% | $2,718+94.3% | $2,148+145.9% |
| Participant deferral / active EE | $9,007 | $4,060+121.9% | $4,069+121.4% | $3,539+154.5% |
| Admin fee / account holder | $10 | $123-91.8% | $7,888-99.9% | $142-92.9% |