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) | $8,449 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,531 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,911 | $70,908+94.5% | $98,907+39.4% | $73,488+87.7% |
| Participation rate | 92.9% | 73.8%+19.1pp | 76.0%+16.8pp | 70.7%+22.2pp |
| Annual return | 19.74% | 34.17%-14.4pp | 196.43%-176.7pp | 28.51%-8.8pp |
| Employer contribution / active EE | $1,853 | $2,036-9.0% | $2,689-31.1% | $2,270-18.4% |
| Participant deferral / active EE | $7,920 | $3,500+126.3% | $4,244+86.6% | $3,740+111.8% |
| Admin fee / account holder | $48 | $535-91.0% | $6,642-99.3% | $513-90.7% |