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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,194 |
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 | $107,297 | $58,083+84.7% | $80,019+34.1% | $56,287+90.6% |
| Participation rate | 92.3% | 73.6%+18.7pp | 75.8%+16.4pp | 69.9%+22.4pp |
| Annual return | -3.32% | 34.61%-37.9pp | 11.22%-14.5pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,648 | $1,932-14.7% | $2,468-33.2% | $2,111-21.9% |
| Participant deferral / active EE | $7,072 | $3,135+125.6% | $3,686+91.9% | $3,350+111.1% |
| Admin fee / account holder | $42 | $623-93.3% | $6,521-99.4% | $521-92.0% |