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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,578 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,356 |
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 | $151,545 | $91,051+66.4% | $88,497+71.2% | $55,167+174.7% |
| Participation rate | 90.5% | 79.5%+10.9pp | 82.4%+8.0pp | 69.0%+21.5pp |
| Annual return | 7.55% | 9.63%-2.1pp | 7.63%-0.1pp | 169.23%-161.7pp |
| Employer contribution / active EE | $9,715 | $3,430+183.2% | $4,036+140.7% | $1,963+395.0% |
| Participant deferral / active EE | $11,707 | $4,954+136.3% | $4,899+139.0% | $3,054+283.3% |
| Admin fee / account holder | $55 | $539-89.8% | $6,220-99.1% | $504-89.1% |