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) | $36,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,192 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,353 | $84,784+143.4% | $98,439+109.6% | $74,419+177.3% |
| Participation rate | 98.6% | 81.5%+17.0pp | 75.2%+23.4pp | 70.7%+27.8pp |
| Annual return | 20.65% | 20.59%+0.1pp | 21.16%-0.5pp | 34.38%-13.7pp |
| Employer contribution / active EE | $4,528 | $3,364+34.6% | $3,048+48.6% | $2,637+71.7% |
| Participant deferral / active EE | $7,232 | $5,218+38.6% | $4,738+52.7% | $4,528+59.7% |
| Admin fee / account holder | $136 | $204-33.6% | $8,948-98.5% | $348-60.9% |