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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,920 |
Service code 31 · EIN 04-2647786 | Participant loan processing; Named fi... | $8,222 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $547,830 | $80,753+578.4% | $136,294+301.9% | $62,292+779.5% |
| Participation rate | 82.0% | 73.5%+8.4pp | 81.9%0pp | 69.5%+12.5pp |
| Annual return | 18.29% | 35.83%-17.5pp | 5155.94%-5137.7pp | 28.90%-10.6pp |
| Employer contribution / active EE | $15,197 | $2,884+427.0% | $4,695+223.6% | $2,042+644.1% |
| Participant deferral / active EE | $12,321 | $5,164+138.6% | $6,247+97.2% | $3,169+288.8% |
| Admin fee / account holder | $106 | $525-79.8% | $9,243-98.9% | $479-77.9% |