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) | $5,721 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,705 |
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 | $220,964 | $89,652+146.5% | $141,162+56.5% | $65,185+239.0% |
| Participation rate | 94.3% | 74.7%+19.6pp | 82.5%+11.9pp | 70.2%+24.1pp |
| Annual return | 22.09% | 32.79%-10.7pp | 71.39%-49.3pp | 29.38%-7.3pp |
| Employer contribution / active EE | $3,268 | $3,065+6.6% | $4,735-31.0% | $2,177+50.2% |
| Participant deferral / active EE | $11,633 | $5,691+104.4% | $6,709+73.4% | $3,514+231.1% |
| Admin fee / account holder | $49 | $569-91.4% | $10,261-99.5% | $847-94.2% |