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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,230 | $73,638+82.3% | $95,952+39.9% | $73,488+82.7% |
| Participation rate | 96.6% | 76.2%+20.5pp | 77.1%+19.5pp | 70.7%+25.9pp |
| Annual return | 13.03% | 16.78%-3.8pp | 91.61%-78.6pp | 28.51%-15.5pp |
| Employer contribution / active EE | $1,523 | $1,863-18.3% | $2,541-40.1% | $2,270-32.9% |
| Participant deferral / active EE | $6,207 | $3,617+71.6% | $4,167+49.0% | $3,740+66.0% |
| Admin fee / account holder | $52 | $482-89.1% | $6,795-99.2% | $513-89.8% |