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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,890 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,226 | $84,487-29.9% | $125,339-52.7% | $66,914-11.5% |
| Participation rate | 94.7% | 76.4%+18.3pp | 82.4%+12.3pp | 69.8%+24.9pp |
| Annual return | -17.91% | -8.39%-9.5pp | 572.05%-590.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,105 | $3,553-40.8% | $4,814-56.3% | $2,544-17.3% |
| Participant deferral / active EE | $13,321 | $6,781+96.4% | $7,446+78.9% | $4,237+214.4% |
| Admin fee / account holder | $29 | $685-95.8% | $10,010-99.7% | $593-95.1% |