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) | $5,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$9,529 |
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 | $386,657 | $105,181+267.6% | $159,436+142.5% | $85,850+350.4% |
| Participation rate | 93.8% | 75.8%+18.0pp | 82.8%+10.9pp | 69.3%+24.4pp |
| Annual return | 13.32% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.2pp |
| Employer contribution / active EE | $5,165 | $3,318+55.7% | $4,829+7.0% | $2,565+101.4% |
| Participant deferral / active EE | $15,352 | $5,945+158.3% | $7,352+108.8% | $3,952+288.5% |
| Admin fee / account holder | -$33 | $6,933-100.5% | $10,799-100.3% | $6,260-100.5% |