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) | $22,494 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,300 | $65,557+121.6% | $64,056+126.8% | $71,457+103.3% |
| Participation rate | 95.5% | 73.2%+22.3pp | 72.3%+23.2pp | 67.9%+27.6pp |
| Annual return | 20.58% | 18.94%+1.6pp | 33.69%-13.1pp | 28.85%-8.3pp |
| Employer contribution / active EE | $14,586 | $2,669+446.5% | $2,747+431.1% | $2,588+463.7% |
| Participant deferral / active EE | $12,311 | $3,626+239.6% | $3,880+217.3% | $4,289+187.1% |
| Admin fee / account holder | $85 | $616-86.2% | $3,068-97.2% | $1,587-94.7% |