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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,005 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,006 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,567 | $101,499+138.0% | $147,005+64.3% | $74,546+224.1% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 16.04% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $3,960 | $3,811+3.9% | $4,934-19.7% | $2,624+50.9% |
| Participant deferral / active EE | $12,471 | $7,304+70.7% | $8,070+54.5% | $4,347+186.9% |
| Admin fee / account holder | $47 | $1,748-97.3% | $13,006-99.6% | $1,944-97.6% |