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) | $12,602 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,986 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,090 | $78,419+42.9% | $133,956-16.3% | $73,409+52.7% |
| Participation rate | 94.8% | 78.6%+16.2pp | 79.8%+15.0pp | 72.2%+22.7pp |
| Annual return | 37.69% | 33.35%+4.3pp | 45.09%-7.4pp | 59.29%-21.6pp |
| Employer contribution / active EE | $1,836 | $2,044-10.1% | $3,919-53.1% | $2,234-17.8% |
| Participant deferral / active EE | $6,857 | $3,925+74.7% | $5,048+35.8% | $3,805+80.2% |
| Admin fee / account holder | $31 | $161-81.1% | $8,927-99.7% | $158-80.7% |