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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $76,609 |
Service code 37 · EIN 04-2647786 | Loan Processing | $74,767 |
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 | $281,162 | $75,388+273.0% | $123,544+127.6% | $55,725+404.6% |
| Participation rate | 82.4% | 75.7%+6.7pp | 82.3%+0.1pp | 70.9%+11.5pp |
| Annual return | -3.50% | 4.48%-8.0pp | 119.20%-122.7pp | 244.93%-248.4pp |
| Employer contribution / active EE | $8,934 | $3,063+191.7% | $4,628+93.1% | $2,078+329.9% |
| Participant deferral / active EE | $7,923 | $5,651+40.2% | $6,426+23.3% | $3,356+136.1% |
| Admin fee / account holder | $127 | $120+6.0% | $9,284-98.6% | $115+10.2% |