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) | $8,410 |
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 | $192,319 | $70,908+171.2% | $98,907+94.4% | $73,488+161.7% |
| Participation rate | 96.6% | 73.8%+22.8pp | 76.0%+20.6pp | 70.7%+25.9pp |
| Annual return | 20.20% | 34.17%-14.0pp | 196.43%-176.2pp | 28.51%-8.3pp |
| Employer contribution / active EE | $7,995 | $2,036+292.6% | $2,689+197.3% | $2,270+252.2% |
| Participant deferral / active EE | $8,010 | $3,500+128.9% | $4,244+88.7% | $3,740+114.2% |
| Admin fee / account holder | $53 | $535-90.2% | $6,642-99.2% | $513-89.8% |