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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $54,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,147 |
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 | $105,070 | $71,666+46.6% | $117,854-10.8% | $69,631+50.9% |
| Participation rate | 96.7% | 77.5%+19.1pp | 79.7%+17.0pp | 70.7%+26.0pp |
| Annual return | 17.14% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $3,565 | $1,889+88.7% | $3,786-5.8% | $2,032+75.4% |
| Participant deferral / active EE | $4,988 | $3,340+49.4% | $4,482+11.3% | $3,224+54.7% |
| Admin fee / account holder | $83 | $120-31.3% | $8,020-99.0% | $110-25.1% |