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) | $19,718 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,125 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,437 | $99,078-24.9% | $96,544-22.9% | $74,4190% |
| Participation rate | 86.4% | 80.7%+5.7pp | 76.0%+10.4pp | 70.7%+15.7pp |
| Annual return | 18.46% | 22.48%-4.0pp | 25.84%-7.4pp | 34.38%-15.9pp |
| Employer contribution / active EE | $2,581 | $2,570+0.4% | $2,965-12.9% | $2,637-2.1% |
| Participant deferral / active EE | $5,088 | $4,933+3.1% | $4,851+4.9% | $4,528+12.4% |
| Admin fee / account holder | $67 | $225-70.4% | $8,252-99.2% | $348-80.9% |