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) | $7,864 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,075 |
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 | $133,288 | $58,083+129.5% | $80,019+66.6% | $56,287+136.8% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.8%+23.5pp | 69.9%+29.5pp |
| Annual return | -5.18% | 34.61%-39.8pp | 11.22%-16.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $5,305 | $1,932+174.6% | $2,468+115.0% | $2,111+151.3% |
| Participant deferral / active EE | $8,280 | $3,135+164.1% | $3,686+124.7% | $3,350+147.2% |
| Admin fee / account holder | $56 | $623-90.9% | $6,521-99.1% | $521-89.2% |