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) | $5,954 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,309 | $79,519+11.1% | $95,952-8.0% | $73,409+20.3% |
| Participation rate | 83.3% | 81.2%+2.1pp | 77.1%+6.2pp | 72.2%+11.1pp |
| Annual return | 14.77% | 19.20%-4.4pp | 91.61%-76.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $2,148 | $2,048+4.9% | $2,541-15.5% | $2,234-3.8% |
| Participant deferral / active EE | $4,410 | $4,138+6.6% | $4,167+5.8% | $3,805+15.9% |
| Admin fee / account holder | $33 | $184-82.3% | $6,795-99.5% | $158-79.3% |