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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,640 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $275,759 | $91,372+201.8% | $129,995+112.1% | $74,419+270.6% |
| Participation rate | 99.4% | 77.8%+21.6pp | 78.5%+20.9pp | 70.7%+28.6pp |
| Annual return | 24.18% | 23.21%+1.0pp | -137.18%+161.4pp | 34.38%-10.2pp |
| Employer contribution / active EE | $6,470 | $2,563+152.4% | $4,320+49.8% | $2,637+145.3% |
| Participant deferral / active EE | $12,296 | $4,721+160.5% | $5,820+111.3% | $4,528+171.6% |
| Admin fee / account holder | $77 | $283-72.8% | $10,614-99.3% | $348-77.8% |