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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $87,717 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $75,059 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $314,635 | $155,795+102.0% | $136,294+130.9% | $69,631+351.9% |
| Participation rate | 81.4% | 75.2%+6.1pp | 81.9%-0.5pp | 70.7%+10.7pp |
| Annual return | 18.75% | 232464.33%-232445.6pp | 5155.94%-5137.2pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $9,067 | $2,991+203.2% | $4,695+93.1% | $2,032+346.2% |
| Participant deferral / active EE | $7,696 | $5,394+42.7% | $6,247+23.2% | $3,224+138.7% |
| Admin fee / account holder | $149 | $128+15.9% | $9,243-98.4% | $110+34.6% |