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 | $101,317+138.4% | $146,958+64.4% | $74,495+224.3% |
| Participation rate | 93.3% | 75.5%+17.7pp | 82.2%+11.1pp | 67.2%+26.1pp |
| Annual return | 16.04% | 8730.91%-8714.9pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $3,960 | $3,810+3.9% | $4,933-19.7% | $2,623+51.0% |
| Participant deferral / active EE | $12,471 | $7,303+70.8% | $8,070+54.5% | $4,346+187.0% |
| Admin fee / account holder | $47 | $1,739-97.3% | $12,998-99.6% | $1,942-97.6% |