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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,543 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,350 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,931 | $79,428+86.2% | $106,548+38.8% | $79,386+86.3% |
| Participation rate | 93.6% | 74.1%+19.5pp | 76.1%+17.5pp | 70.7%+22.9pp |
| Annual return | 13.80% | 18.27%-4.5pp | 26.80%-13.0pp | 116.85%-103.1pp |
| Employer contribution / active EE | $2,251 | $2,234+0.7% | $2,819-20.2% | $2,427-7.3% |
| Participant deferral / active EE | $9,140 | $3,823+139.1% | $4,398+107.8% | $4,046+125.9% |
| Admin fee / account holder | $47 | $523-90.9% | $7,407-99.4% | $626-92.4% |