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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,040 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$38,421 |
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 | $308,466 | $118,971+159.3% | $112,977+173.0% | $73,488+319.7% |
| Participation rate | 94.4% | 83.3%+11.1pp | 82.6%+11.9pp | 70.7%+23.8pp |
| Annual return | 21.91% | 17.79%+4.1pp | 24.24%-2.3pp | 28.51%-6.6pp |
| Employer contribution / active EE | $7,739 | $4,091+89.2% | $4,255+81.9% | $2,270+240.9% |
| Participant deferral / active EE | $10,779 | $6,133+75.8% | $5,836+84.7% | $3,740+188.2% |
| Admin fee / account holder | -$94 | $573-116.4% | $6,294-101.5% | $513-118.3% |