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) | $6,132 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,259 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,767 | $91,407+67.1% | $135,903+12.4% | $71,457+113.8% |
| Participation rate | 94.5% | 75.7%+18.9pp | 81.9%+12.6pp | 67.9%+26.6pp |
| Annual return | 19.93% | 29.90%-10.0pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,428 | $3,703-61.4% | $4,856-70.6% | $2,588-44.8% |
| Participant deferral / active EE | $10,725 | $7,092+51.2% | $7,758+38.2% | $4,289+150.1% |
| Admin fee / account holder | $28 | $1,266-97.8% | $10,762-99.7% | $1,587-98.3% |