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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,072 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,831 |
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 | $166,450 | $66,310+151.0% | $93,606+77.8% | $65,185+155.4% |
| Participation rate | 98.7% | 74.0%+24.7pp | 75.8%+22.9pp | 70.2%+28.5pp |
| Annual return | 24.76% | 42.58%-17.8pp | 32.76%-8.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $3,944 | $2,012+96.0% | $2,718+45.1% | $2,177+81.2% |
| Participant deferral / active EE | $8,507 | $3,342+154.6% | $4,069+109.1% | $3,514+142.1% |
| Admin fee / account holder | $98 | $6,897-98.6% | $7,888-98.8% | $847-88.5% |