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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $191,029 |
Service code 37 · EIN 04-2647786 | Loan Processing | $66,161 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,602 | $89,904+236.6% | $453,369-33.3% | $86,799+248.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.0%+22.0pp | 72.3%+27.7pp |
| Annual return | 13.86% | 19.72%-5.9pp | 64.40%-50.5pp | 97.91%-84.0pp |
| Employer contribution / active EE | $4,765 | $3,279+45.3% | $4,070+17.1% | $2,405+98.1% |
| Participant deferral / active EE | $12,464 | $5,114+143.7% | $6,209+100.7% | $4,131+201.7% |
| Admin fee / account holder | $156 | $156+0.1% | $11,209-98.6% | $170-8.1% |