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) | $5,202 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$138,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,764 | $99,078+77.4% | $96,544+82.1% | $74,419+136.2% |
| Participation rate | 95.9% | 80.7%+15.2pp | 76.0%+19.9pp | 70.7%+25.1pp |
| Annual return | 22.47% | 22.48%0pp | 25.84%-3.4pp | 34.38%-11.9pp |
| Employer contribution / active EE | $9,114 | $2,570+254.6% | $2,965+207.4% | $2,637+245.6% |
| Participant deferral / active EE | $20,643 | $4,933+318.5% | $4,851+325.6% | $4,528+355.9% |
| Admin fee / account holder | -$270 | $225-220.0% | $8,252-103.3% | $348-177.5% |