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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,520 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$2,311 |
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 | $189,570 | $56,152+237.6% | $185,823+2.0% | $73,409+158.2% |
| Participation rate | 88.3% | 67.6%+20.8pp | 78.0%+10.3pp | 72.2%+16.1pp |
| Annual return | 19.88% | 17.59%+2.3pp | 35.95%-16.1pp | 59.29%-39.4pp |
| Employer contribution / active EE | $2,075 | $1,532+35.5% | $4,087-49.2% | $2,234-7.1% |
| Participant deferral / active EE | $9,929 | $3,659+171.3% | $5,632+76.3% | $3,805+160.9% |
| Admin fee / account holder | $44 | $132-66.6% | $9,500-99.5% | $158-72.1% |