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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,738 | $82,978+49.1% | $129,995-4.8% | $71,457+73.2% |
| Participation rate | 78.7% | 74.1%+4.6pp | 78.5%+0.2pp | 67.9%+10.7pp |
| Annual return | 19.85% | 20.60%-0.7pp | -137.18%+157.0pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,250 | $2,622-52.3% | $4,320-71.1% | $2,588-51.7% |
| Participant deferral / active EE | $4,682 | $4,432+5.6% | $5,820-19.6% | $4,289+9.2% |
| Admin fee / account holder | $105 | $1,729-94.0% | $10,614-99.0% | $1,587-93.4% |