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) | $5,380 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,664 |
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 | $146,796 | $59,535+146.6% | $90,160+62.8% | $62,292+135.7% |
| Participation rate | 98.5% | 73.0%+25.4pp | 76.9%+21.6pp | 69.5%+28.9pp |
| Annual return | 15.82% | 23.53%-7.7pp | 34.88%-19.1pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,167 | $1,826+183.0% | $3,318+55.7% | $2,042+153.0% |
| Participant deferral / active EE | $12,385 | $4,639+167.0% | $5,288+134.2% | $3,169+290.8% |
| Admin fee / account holder | $41 | $337-87.9% | $5,943-99.3% | $479-91.5% |