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) | $13,219 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,206 |
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 | $259,124 | $103,685+149.9% | $105,387+145.9% | $65,185+297.5% |
| Participation rate | 97.6% | 83.2%+14.4pp | 82.6%+15.0pp | 70.2%+27.4pp |
| Annual return | 22.12% | 23.88%-1.8pp | 26.82%-4.7pp | 29.38%-7.3pp |
| Employer contribution / active EE | $8,599 | $3,842+123.8% | $4,213+104.1% | $2,177+295.1% |
| Participant deferral / active EE | $12,260 | $5,634+117.6% | $5,502+122.8% | $3,514+248.9% |
| Admin fee / account holder | -$80 | $399-120.0% | $6,559-101.2% | $847-109.4% |