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) | $10,775 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,549 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,533 | $59,159+86.8% | $159,960-30.9% | $66,914+65.2% |
| Participation rate | 83.2% | 68.1%+15.1pp | 78.0%+5.2pp | 69.8%+13.4pp |
| Annual return | -17.51% | -12.26%-5.3pp | 408.60%-426.1pp | 1.58%-19.1pp |
| Employer contribution / active EE | $6,122 | $1,983+208.8% | $4,226+44.9% | $2,544+140.6% |
| Participant deferral / active EE | $4,312 | $4,395-1.9% | $6,182-30.3% | $4,237+1.8% |
| Admin fee / account holder | $63 | $591-89.3% | $8,698-99.3% | $593-89.3% |