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) | $19,115 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,151 |
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 | $113,125 | $42,810+164.2% | $169,463-33.2% | $55,725+103.0% |
| Participation rate | 93.6% | 64.7%+28.9pp | 77.8%+15.8pp | 70.9%+22.8pp |
| Annual return | -5.17% | -3.61%-1.6pp | 1.83%-7.0pp | 244.93%-250.1pp |
| Employer contribution / active EE | $2,947 | $1,402+110.2% | $4,159-29.1% | $2,078+41.8% |
| Participant deferral / active EE | $8,934 | $3,141+184.4% | $5,277+69.3% | $3,356+166.3% |
| Admin fee / account holder | $65 | $106-39.1% | $9,109-99.3% | $115-43.7% |