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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,561 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,238 | $82,978+160.6% | $129,995+66.3% | $71,457+202.6% |
| Participation rate | 97.7% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.8pp |
| Annual return | 25.21% | 20.60%+4.6pp | -137.18%+162.4pp | 28.85%-3.6pp |
| Employer contribution / active EE | $2,692 | $2,622+2.7% | $4,320-37.7% | $2,588+4.0% |
| Participant deferral / active EE | $7,926 | $4,432+78.8% | $5,820+36.2% | $4,289+84.8% |
| Admin fee / account holder | $66 | $1,729-96.2% | $10,614-99.4% | $1,587-95.8% |