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) | $12,197 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,923 |
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 | $134,554 | $52,639+155.6% | $185,117-27.3% | $62,292+116.0% |
| Participation rate | 89.5% | 63.9%+25.7pp | 77.3%+12.3pp | 69.5%+20.0pp |
| Annual return | 21.84% | 19.57%+2.3pp | 40.50%-18.7pp | 28.90%-7.1pp |
| Employer contribution / active EE | $3,083 | $1,483+107.9% | $4,182-26.3% | $2,042+51.0% |
| Participant deferral / active EE | $8,864 | $3,097+186.2% | $5,045+75.7% | $3,169+179.7% |
| Admin fee / account holder | $51 | $374-86.4% | $8,159-99.4% | $479-89.4% |