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) | $16,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,067 |
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 | $170,776 | $86,332+97.8% | $125,175+36.4% | $65,185+162.0% |
| Participation rate | 92.7% | 75.3%+17.4pp | 79.8%+12.9pp | 70.2%+22.5pp |
| Annual return | 28.04% | 27.43%+0.6pp | 43.79%-15.8pp | 29.38%-1.3pp |
| Employer contribution / active EE | $2,680 | $2,040+31.4% | $3,865-30.7% | $2,177+23.1% |
| Participant deferral / active EE | $6,818 | $3,537+92.8% | $4,937+38.1% | $3,514+94.0% |
| Admin fee / account holder | $102 | $609-83.3% | $9,702-99.0% | $847-88.0% |