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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,823 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,078 | $104,475+126.0% | $159,436+48.1% | $79,386+197.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 17.37% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,368 | $3,417-30.7% | $4,829-51.0% | $2,427-2.4% |
| Participant deferral / active EE | $10,032 | $6,467+55.1% | $7,352+36.4% | $4,046+148.0% |
| Admin fee / account holder | -$12 | $711-101.7% | $10,799-100.1% | $626-101.9% |