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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,804 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,280 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,675 | $89,808-1.3% | $100,383-11.7% | $77,671+14.2% |
| Participation rate | 98.5% | 81.2%+17.3pp | 81.5%+17.0pp | 70.6%+27.9pp |
| Annual return | 17.21% | 20.62%-3.4pp | 49.26%-32.1pp | 31.21%-14.0pp |
| Employer contribution / active EE | $3,840 | $3,039+26.4% | $3,944-2.6% | $2,726+40.8% |
| Participant deferral / active EE | $16,038 | $8,284+93.6% | $8,086+98.4% | $4,648+245.1% |
| Admin fee / account holder | $56 | $174-67.8% | $7,900-99.3% | $430-86.9% |