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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,951 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,357 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,033 | $65,435+92.6% | $86,677+45.4% | $66,914+88.3% |
| Participation rate | 98.6% | 75.5%+23.1pp | 76.6%+22.0pp | 69.8%+28.7pp |
| Annual return | -14.64% | -10.89%-3.7pp | 35.91%-50.5pp | 1.58%-16.2pp |
| Employer contribution / active EE | $3,152 | $2,153+46.4% | $2,836+11.1% | $2,544+23.9% |
| Participant deferral / active EE | $7,954 | $4,100+94.0% | $4,656+70.9% | $4,237+87.7% |
| Admin fee / account holder | $68 | $642-89.4% | $7,493-99.1% | $593-88.6% |