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) | $16,085 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$37,268 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $315,354 | $130,194+142.2% | $169,993+85.5% | $71,457+341.3% |
| Participation rate | 98.6% | 86.1%+12.4pp | 87.0%+11.6pp | 67.9%+30.7pp |
| Annual return | 25.27% | 20.37%+4.9pp | 53.37%-28.1pp | 28.85%-3.6pp |
| Employer contribution / active EE | $6,203 | $4,381+41.6% | $6,785-8.6% | $2,588+139.7% |
| Participant deferral / active EE | $17,708 | $6,923+155.8% | $10,408+70.1% | $4,289+312.9% |
| Admin fee / account holder | $176 | $966-81.8% | $12,815-98.6% | $1,587-88.9% |