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) | $10,503 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,363 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,139 | $56,638+20.3% | $169,368-59.8% | $74,419-8.4% |
| Participation rate | 90.8% | 67.5%+23.3pp | 77.1%+13.6pp | 70.7%+20.0pp |
| Annual return | 21.02% | 24.75%-3.7pp | 405.60%-384.6pp | 34.38%-13.4pp |
| Employer contribution / active EE | $1,619 | $2,027-20.1% | $4,013-59.6% | $2,637-38.6% |
| Participant deferral / active EE | $5,309 | $4,223+25.7% | $6,221-14.7% | $4,528+17.3% |
| Admin fee / account holder | $5 | $307-98.5% | $9,003-99.9% | $348-98.7% |