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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $92,996 |
Service code 37 · EIN 04-2647786 | Loan Processing | $78,982 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $185,463 | $69,231+167.9% | $91,989+101.6% | $67,579+174.4% |
| Participation rate | 95.6% | 78.9%+16.7pp | 78.6%+17.0pp | 71.3%+24.4pp |
| Annual return | 20.06% | 32.03%-12.0pp | 69.02%-49.0pp | 378.56%-358.5pp |
| Employer contribution / active EE | $2,365 | $2,284+3.5% | $3,452-31.5% | $2,148+10.1% |
| Participant deferral / active EE | $9,449 | $5,854+61.4% | $5,923+59.5% | $3,539+167.0% |
| Admin fee / account holder | $149 | $107+38.3% | $7,743-98.1% | $142+4.4% |