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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,100 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
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 | $116,347 | $73,638+58.0% | $95,952+21.3% | $73,488+58.3% |
| Participation rate | 92.0% | 76.2%+15.8pp | 77.1%+14.9pp | 70.7%+21.3pp |
| Annual return | 23.04% | 16.78%+6.3pp | 91.61%-68.6pp | 28.51%-5.5pp |
| Employer contribution / active EE | $4,237 | $1,863+127.4% | $2,541+66.8% | $2,270+86.7% |
| Participant deferral / active EE | $6,868 | $3,617+89.9% | $4,167+64.8% | $3,740+83.7% |
| Admin fee / account holder | $28 | $482-94.2% | $6,795-99.6% | $513-94.6% |