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) | $39,876 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,859 | $91,372+81.5% | $129,995+27.6% | $74,419+122.9% |
| Participation rate | 91.2% | 77.8%+13.4pp | 78.5%+12.7pp | 70.7%+20.5pp |
| Annual return | 18.79% | 23.21%-4.4pp | -137.18%+156.0pp | 34.38%-15.6pp |
| Employer contribution / active EE | $4,815 | $2,563+87.8% | $4,320+11.5% | $2,637+82.6% |
| Participant deferral / active EE | $10,315 | $4,721+118.5% | $5,820+77.2% | $4,528+127.8% |
| Admin fee / account holder | $57 | $283-79.7% | $10,614-99.5% | $348-83.5% |