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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,331 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,483 | $84,784+96.4% | $98,439+69.1% | $74,419+123.7% |
| Participation rate | 99.8% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 21.02% | 20.59%+0.4pp | 21.16%-0.1pp | 34.38%-13.4pp |
| Employer contribution / active EE | $5,879 | $3,364+74.8% | $3,048+92.9% | $2,637+122.9% |
| Participant deferral / active EE | $8,953 | $5,218+71.6% | $4,738+89.0% | $4,528+97.7% |
| Admin fee / account holder | $78 | $204-62.1% | $8,948-99.1% | $348-77.7% |