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) | $7,841 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,081 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,203 | $66,310+82.8% | $93,606+29.5% | $65,185+85.9% |
| Participation rate | 93.2% | 74.0%+19.2pp | 75.8%+17.3pp | 70.2%+23.0pp |
| Annual return | 20.47% | 42.58%-22.1pp | 32.76%-12.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,983 | $2,012-1.5% | $2,718-27.1% | $2,177-8.9% |
| Participant deferral / active EE | $7,859 | $3,342+135.2% | $4,069+93.2% | $3,514+123.7% |
| Admin fee / account holder | $47 | $6,897-99.3% | $7,888-99.4% | $847-94.4% |