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) | $10,254 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,324 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,979 | $81,908+118.5% | $90,749+97.2% | $64,808+176.2% |
| Participation rate | 96.2% | 80.5%+15.8pp | 75.7%+20.5pp | 71.5%+24.8pp |
| Annual return | -11.87% | -12.53%+0.7pp | -12.16%+0.3pp | 32.82%-44.7pp |
| Employer contribution / active EE | $5,642 | $3,065+84.1% | $2,921+93.2% | $2,506+125.1% |
| Participant deferral / active EE | $7,634 | $4,840+57.7% | $4,564+67.3% | $4,310+77.1% |
| Admin fee / account holder | -$44 | $157-128.1% | $8,445-100.5% | $188-123.5% |