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) | $10,914 |
Service code 37 · EIN 04-2647786 | Loan Processing | $925 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,332 | $91,407-19.8% | $135,903-46.0% | $71,457+2.6% |
| Participation rate | 92.4% | 75.7%+16.8pp | 81.9%+10.5pp | 67.9%+24.5pp |
| Annual return | 21.82% | 29.90%-8.1pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $1,894 | $3,703-48.8% | $4,856-61.0% | $2,588-26.8% |
| Participant deferral / active EE | $11,726 | $7,092+65.3% | $7,758+51.2% | $4,289+173.4% |
| Admin fee / account holder | $31 | $1,266-97.6% | $10,762-99.7% | $1,587-98.1% |