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) | $16,723 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,783 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,170 | $79,519+27.2% | $95,952+5.4% | $73,409+37.8% |
| Participation rate | 97.2% | 81.2%+16.0pp | 77.1%+20.1pp | 72.2%+25.0pp |
| Annual return | 18.88% | 19.20%-0.3pp | 91.61%-72.7pp | 59.29%-40.4pp |
| Employer contribution / active EE | $5,795 | $2,048+183.0% | $2,541+128.0% | $2,234+159.4% |
| Participant deferral / active EE | $12,120 | $4,138+192.9% | $4,167+190.9% | $3,805+218.5% |
| Admin fee / account holder | $70 | $184-61.8% | $6,795-99.0% | $158-55.4% |