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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,911 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,497 | $71,516+78.3% | $98,439+29.5% | $71,457+78.4% |
| Participation rate | 95.8% | 72.7%+23.1pp | 75.2%+20.7pp | 67.9%+27.9pp |
| Annual return | 21.07% | 32.41%-11.3pp | 21.16%-0.1pp | 28.85%-7.8pp |
| Employer contribution / active EE | $2,764 | $2,399+15.2% | $3,048-9.3% | $2,588+6.8% |
| Participant deferral / active EE | $9,572 | $4,109+133.0% | $4,738+102.0% | $4,289+123.2% |
| Admin fee / account holder | $47 | $1,675-97.2% | $8,948-99.5% | $1,587-97.1% |