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) | $16,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,879 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,277 | $91,407+134.4% | $135,903+57.7% | $71,457+199.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 24.51% | 29.90%-5.4pp | 68.23%-43.7pp | 28.85%-4.3pp |
| Employer contribution / active EE | $2,882 | $3,703-22.2% | $4,856-40.6% | $2,588+11.4% |
| Participant deferral / active EE | $12,379 | $7,092+74.6% | $7,758+59.6% | $4,289+188.6% |
| Admin fee / account holder | $5 | $1,266-99.6% | $10,762-100.0% | $1,587-99.7% |