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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,149 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,616 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,327 | $72,254+25.0% | $86,677+4.2% | $64,808+39.4% |
| Participation rate | 94.6% | 80.4%+14.1pp | 76.6%+18.0pp | 71.5%+23.1pp |
| Annual return | -16.37% | 392.42%-408.8pp | 35.91%-52.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $6,760 | $2,393+182.5% | $2,836+138.3% | $2,506+169.8% |
| Participant deferral / active EE | $13,556 | $4,658+191.0% | $4,656+191.2% | $4,310+214.5% |
| Admin fee / account holder | $68 | $174-60.8% | $7,493-99.1% | $188-63.7% |