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) | $17,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,753 |
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 | $111,264 | $46,966+136.9% | $185,117-39.9% | $69,631+59.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 77.3%+15.0pp | 70.7%+21.6pp |
| Annual return | 22.17% | 22.36%-0.2pp | 40.50%-18.3pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $2,455 | $1,360+80.5% | $4,182-41.3% | $2,032+20.8% |
| Participant deferral / active EE | $10,385 | $3,017+244.2% | $5,045+105.9% | $3,224+222.2% |
| Admin fee / account holder | $79 | $94-15.8% | $8,159-99.0% | $110-28.5% |