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) | $6,766 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,227 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,619 | $76,050+77.0% | $96,544+39.4% | $71,457+88.4% |
| Participation rate | 98.6% | 74.4%+24.2pp | 76.0%+22.6pp | 67.9%+30.6pp |
| Annual return | 15.80% | 22.81%-7.0pp | 25.84%-10.0pp | 28.85%-13.0pp |
| Employer contribution / active EE | $3,249 | $2,244+44.8% | $2,965+9.6% | $2,588+25.6% |
| Participant deferral / active EE | $7,810 | $4,215+85.3% | $4,851+61.0% | $4,289+82.1% |
| Admin fee / account holder | $48 | $2,707-98.2% | $8,252-99.4% | $1,587-97.0% |