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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,943 |
Service code 27 · EIN 93-1249395 | Advisory (Plan) | $18,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,891 |
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 | $189,771 | $160,088+18.5% | $112,977+68.0% | $73,409+158.5% |
| Participation rate | 84.0% | 90.7%-6.7pp | 82.6%+1.4pp | 72.2%+11.8pp |
| Annual return | 18.05% | 17.93%+0.1pp | 24.24%-6.2pp | 59.29%-41.2pp |
| Employer contribution / active EE | $6,345 | $5,200+22.0% | $4,255+49.1% | $2,234+184.1% |
| Participant deferral / active EE | $8,644 | $8,024+7.7% | $5,836+48.1% | $3,805+127.1% |
| Admin fee / account holder | $124 | $133-6.6% | $6,294-98.0% | $158-21.5% |