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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $40,173 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$102,175 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,840 | $54,121+141.8% | $134,143-2.5% | $73,409+78.2% |
| Participation rate | 96.4% | 64.4%+32.1pp | 72.2%+24.3pp | 72.2%+24.3pp |
| Annual return | 20.10% | -312.52%+332.6pp | 36.33%-16.2pp | 59.29%-39.2pp |
| Employer contribution / active EE | $3,622 | $1,402+158.4% | $3,704-2.2% | $2,234+62.2% |
| Participant deferral / active EE | $10,508 | $2,844+269.5% | $3,499+200.3% | $3,805+176.1% |
| Admin fee / account holder | $39 | $132-70.7% | $6,684-99.4% | $158-75.4% |