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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,481 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,255 | $80,724+6.9% | $103,333-16.5% | $74,495+15.8% |
| Participation rate | 84.9% | 65.7%+19.2pp | 74.5%+10.4pp | 67.2%+17.7pp |
| Annual return | 13.73% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $2,267 | $3,157-28.2% | $3,868-41.4% | $2,623-13.6% |
| Participant deferral / active EE | $5,638 | $3,860+46.0% | $5,057+11.5% | $4,346+29.7% |
| Admin fee / account holder | $47 | $2,368-98.0% | $8,355-99.4% | $1,942-97.6% |