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 7-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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $100,353 |
Service code 37 · EIN 04-2647786 | Loan Processing | $51,653 |
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 | $154,608 | $62,543+147.2% | $83,333+85.5% | $55,725+177.4% |
| Participation rate | 93.0% | 78.4%+14.6pp | 77.8%+15.2pp | 70.9%+22.1pp |
| Annual return | -3.81% | 14.85%-18.7pp | 10.63%-14.4pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,618 | $2,427+7.9% | $3,379-22.5% | $2,078+26.0% |
| Participant deferral / active EE | $9,322 | $5,682+64.1% | $5,565+67.5% | $3,356+177.8% |
| Admin fee / account holder | $114 | $103+10.8% | $7,510-98.5% | $115-0.8% |