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) | $34,963 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,237 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,035 | $85,135+79.8% | $98,907+54.7% | $73,409+108.5% |
| Participation rate | 99.7% | 81.1%+18.6pp | 76.0%+23.7pp | 72.2%+27.6pp |
| Annual return | 18.99% | 19.14%-0.2pp | 196.43%-177.4pp | 59.29%-40.3pp |
| Employer contribution / active EE | $5,285 | $2,721+94.2% | $2,689+96.5% | $2,234+136.6% |
| Participant deferral / active EE | $8,333 | $4,349+91.6% | $4,244+96.3% | $3,805+119.0% |
| Admin fee / account holder | $133 | $139-4.3% | $6,642-98.0% | $158-15.6% |