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) | $22,632 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$188 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,929 | $46,423+35.6% | $75,886-17.1% | $67,579-6.9% |
| Participation rate | 81.6% | 63.1%+18.5pp | 69.3%+12.3pp | 71.3%+10.3pp |
| Annual return | 29.90% | 32.29%-2.4pp | 30.76%-0.9pp | 378.56%-348.7pp |
| Employer contribution / active EE | $775 | $1,406-44.9% | $2,500-69.0% | $2,148-63.9% |
| Participant deferral / active EE | $2,913 | $2,564+13.6% | $3,603-19.2% | $3,539-17.7% |
| Admin fee / account holder | $32 | $132-75.8% | $5,418-99.4% | $142-77.6% |