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) | $10,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,859 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $257,247 | $102,514+150.9% | $97,995+162.5% | $62,292+313.0% |
| Participation rate | 99.1% | 79.5%+19.6pp | 82.4%+16.7pp | 69.5%+29.6pp |
| Annual return | 18.54% | 32.43%-13.9pp | 23.94%-5.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $9,076 | $3,689+146.0% | $4,158+118.3% | $2,042+344.4% |
| Participant deferral / active EE | $10,202 | $5,308+92.2% | $5,097+100.2% | $3,169+221.9% |
| Admin fee / account holder | -$106 | $378-128.0% | $5,943-101.8% | $479-122.1% |