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) | $6,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,631 |
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 | $140,281 | $63,299+121.6% | $91,001+54.2% | $62,292+125.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.45% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $3,183 | $1,807+76.2% | $2,456+29.6% | $2,042+55.9% |
| Participant deferral / active EE | $7,679 | $2,943+161.0% | $3,547+116.5% | $3,169+142.3% |
| Admin fee / account holder | $55 | $468-88.3% | $5,417-99.0% | $479-88.6% |