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) | $11,619 |
Service code 31 · EIN 04-2647786 | Securities brokerage commissions and ... | $1,517 |
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 | $495,940 | $73,102+578.4% | $123,544+301.4% | $56,287+781.1% |
| Participation rate | 84.1% | 74.3%+9.8pp | 82.3%+1.8pp | 69.9%+14.3pp |
| Annual return | -4.47% | 3.01%-7.5pp | 119.20%-123.7pp | -9.96%+5.5pp |
| Employer contribution / active EE | $15,223 | $2,977+411.4% | $4,628+229.0% | $2,111+621.1% |
| Participant deferral / active EE | $12,297 | $5,423+126.8% | $6,426+91.4% | $3,350+267.1% |
| Admin fee / account holder | $82 | $554-85.2% | $9,284-99.1% | $521-84.3% |