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) | $31,368 |
Service code 37 · EIN 04-2647786 | Loan Processing | $30,106 |
Filed as: PRICEWATERHOUSECOOPERS,LLP Service code 10 · EIN 13-4008324 | Accounting | $9,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,430 | $78,419+102.0% | $133,956+18.3% | $73,409+115.8% |
| Participation rate | 94.3% | 78.6%+15.7pp | 79.8%+14.5pp | 72.2%+22.2pp |
| Annual return | 16.04% | 33.35%-17.3pp | 45.09%-29.1pp | 59.29%-43.3pp |
| Employer contribution / active EE | $3,252 | $2,044+59.1% | $3,919-17.0% | $2,234+45.6% |
| Participant deferral / active EE | $8,345 | $3,925+112.6% | $5,048+65.3% | $3,805+119.3% |
| Admin fee / account holder | $66 | $161-59.1% | $8,927-99.3% | $158-58.2% |