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) | $26,978 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,619 |
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 | $159,684 | $120,075+33.0% | $90,782+75.9% | $55,725+186.6% |
| Participation rate | 91.2% | 88.0%+3.2pp | 82.7%+8.6pp | 70.9%+20.4pp |
| Annual return | -2.24% | -3.47%+1.2pp | -3.42%+1.2pp | 244.93%-247.2pp |
| Employer contribution / active EE | $7,102 | $4,693+51.3% | $4,105+73.0% | $2,078+241.7% |
| Participant deferral / active EE | $11,782 | $6,826+72.6% | $5,366+119.6% | $3,356+251.1% |
| Admin fee / account holder | $138 | $111+23.8% | $5,908-97.7% | $115+19.7% |