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) | $6,720 |
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 | $153,129 | $66,310+130.9% | $93,606+63.6% | $65,185+134.9% |
| Participation rate | 92.4% | 74.0%+18.4pp | 75.8%+16.5pp | 70.2%+22.2pp |
| Annual return | 23.37% | 42.58%-19.2pp | 32.76%-9.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $8,524 | $2,012+323.6% | $2,718+213.6% | $2,177+291.6% |
| Participant deferral / active EE | $7,524 | $3,342+125.1% | $4,069+84.9% | $3,514+114.1% |
| Admin fee / account holder | $43 | $6,897-99.4% | $7,888-99.4% | $847-94.9% |