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) | $13,836 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$43,831 |
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 | $209,186 | $92,897+125.2% | $90,782+130.4% | $56,287+271.6% |
| Participation rate | 99.1% | 80.7%+18.4pp | 82.7%+16.4pp | 69.9%+29.2pp |
| Annual return | -4.11% | -2.59%-1.5pp | -3.42%-0.7pp | -9.96%+5.8pp |
| Employer contribution / active EE | $9,405 | $3,871+143.0% | $4,105+129.1% | $2,111+345.5% |
| Participant deferral / active EE | $11,140 | $5,551+100.7% | $5,366+107.6% | $3,350+232.6% |
| Admin fee / account holder | -$88 | $440-120.1% | $5,908-101.5% | $521-117.0% |