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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $90,576 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,642 |
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 | $211,644 | $78,781+168.6% | $100,516+110.6% | $73,409+188.3% |
| Participation rate | 96.4% | 80.0%+16.4pp | 79.4%+17.0pp | 72.2%+24.2pp |
| Annual return | 12.13% | 31.69%-19.6pp | 30.89%-18.8pp | 59.29%-47.2pp |
| Employer contribution / active EE | $2,446 | $2,420+1.1% | $3,418-28.4% | $2,234+9.5% |
| Participant deferral / active EE | $8,585 | $6,537+31.3% | $6,270+36.9% | $3,805+125.6% |
| Admin fee / account holder | $143 | $145-1.8% | $8,081-98.2% | $158-9.6% |