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) | $29,030 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,844 |
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 | $61,949 | $71,666-13.6% | $117,854-47.4% | $69,631-11.0% |
| Participation rate | 96.1% | 77.5%+18.6pp | 79.7%+16.4pp | 70.7%+25.4pp |
| Annual return | 22.11% | 18.86%+3.3pp | 335.08%-313.0pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $2,563 | $1,889+35.7% | $3,786-32.3% | $2,032+26.1% |
| Participant deferral / active EE | $6,700 | $3,340+100.6% | $4,482+49.5% | $3,224+107.8% |
| Admin fee / account holder | $51 | $120-57.9% | $8,020-99.4% | $110-54.1% |