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) | $14,230 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,147 |
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 | $504,003 | $89,652+462.2% | $141,162+257.0% | $65,185+673.2% |
| Participation rate | 99.2% | 74.7%+24.5pp | 82.5%+16.7pp | 70.2%+29.0pp |
| Annual return | 21.47% | 32.79%-11.3pp | 71.39%-49.9pp | 29.38%-7.9pp |
| Employer contribution / active EE | $18,021 | $3,065+488.0% | $4,735+280.6% | $2,177+727.9% |
| Participant deferral / active EE | $13,626 | $5,691+139.4% | $6,709+103.1% | $3,514+287.8% |
| Admin fee / account holder | $101 | $569-82.3% | $10,261-99.0% | $847-88.1% |