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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,170 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,648 | $101,499+130.2% | $147,005+58.9% | $74,546+213.4% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.4pp | 67.2%+27.4pp |
| Annual return | 19.39% | 8732.34%-8713.0pp | 418.76%-399.4pp | 1366.03%-1346.6pp |
| Employer contribution / active EE | $7,428 | $3,811+94.9% | $4,934+50.5% | $2,624+183.0% |
| Participant deferral / active EE | $15,724 | $7,304+115.3% | $8,070+94.9% | $4,347+261.7% |
| Admin fee / account holder | $50 | $1,748-97.1% | $13,006-99.6% | $1,944-97.4% |