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) | $5,484 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
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 | $79,580 | $74,347+7.0% | $93,606-15.0% | $67,579+17.8% |
| Participation rate | 99.0% | 80.6%+18.4pp | 75.8%+23.2pp | 71.3%+27.7pp |
| Annual return | 26.79% | 28.07%-1.3pp | 32.76%-6.0pp | 378.56%-351.8pp |
| Employer contribution / active EE | $2,772 | $2,583+7.3% | $2,718+2.0% | $2,148+29.1% |
| Participant deferral / active EE | $6,130 | $4,060+51.0% | $4,069+50.7% | $3,539+73.2% |
| Admin fee / account holder | $19 | $123-84.8% | $7,888-99.8% | $142-86.9% |