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) | $16,413 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,802 |
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 | $137,731 | $66,302+107.7% | $110,238+24.9% | $56,287+144.7% |
| Participation rate | 96.3% | 74.9%+21.4pp | 79.8%+16.5pp | 69.9%+26.4pp |
| Annual return | -4.64% | -1.18%-3.5pp | 314.74%-319.4pp | -9.96%+5.3pp |
| Employer contribution / active EE | $2,582 | $2,047+26.1% | $3,826-32.5% | $2,111+22.3% |
| Participant deferral / active EE | $6,266 | $3,381+85.3% | $4,672+34.1% | $3,350+87.1% |
| Admin fee / account holder | $101 | $698-85.5% | $8,547-98.8% | $521-80.6% |