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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,387 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,760 |
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 | $102,664 | $66,310+54.8% | $93,606+9.7% | $65,185+57.5% |
| Participation rate | 76.4% | 74.0%+2.4pp | 75.8%+0.6pp | 70.2%+6.2pp |
| Annual return | 28.94% | 42.58%-13.6pp | 32.76%-3.8pp | 29.38%-0.4pp |
| Employer contribution / active EE | $4,959 | $2,012+146.5% | $2,718+82.5% | $2,177+127.8% |
| Participant deferral / active EE | $5,197 | $3,342+55.5% | $4,069+27.7% | $3,514+47.9% |
| Admin fee / account holder | $38 | $6,897-99.4% | $7,888-99.5% | $847-95.5% |