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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,134 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,219 |
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 | $91,342 | $57,096+60.0% | $94,224-3.1% | $55,191+65.5% |
| Participation rate | 95.2% | 75.7%+19.5pp | 78.8%+16.4pp | 69.2%+26.0pp |
| Annual return | -0.11% | 159.65%-159.8pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $3,028 | $1,708+77.3% | $3,587-15.6% | $1,899+59.5% |
| Participant deferral / active EE | $4,269 | $3,165+34.9% | $4,320-1.2% | $3,046+40.1% |
| Admin fee / account holder | $67 | $89-25.0% | $6,269-98.9% | $91-26.3% |