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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $91,554 | $81,474+12.4% | $133,956-31.7% | $73,488+24.6% |
| Participation rate | 99.3% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.6pp |
| Annual return | 14.47% | 19.40%-4.9pp | 45.09%-30.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,208 | $3,786-15.3% | $5,048-36.4% | $3,740-14.2% |
| Admin fee / account holder | $127 | $713-82.2% | $8,927-98.6% | $513-75.2% |