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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,823 |
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 | $559,940 | $99,957+460.2% | $149,696+274.1% | $73,488+661.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 18.21% | 53.87%-35.7pp | 276.60%-258.4pp | 28.51%-10.3pp |
| Employer contribution / active EE | $19,120 | $3,191+499.2% | $4,644+311.7% | $2,270+742.2% |
| Participant deferral / active EE | $14,811 | $6,073+143.9% | $6,842+116.5% | $3,740+296.1% |
| Admin fee / account holder | $139 | $551-74.8% | $9,309-98.5% | $513-73.0% |