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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,773 | $73,638+118.3% | $95,952+67.6% | $73,488+118.8% |
| Participation rate | 75.6% | 76.2%-0.5pp | 77.1%-1.4pp | 70.7%+5.0pp |
| Annual return | 12.85% | 16.78%-3.9pp | 91.61%-78.8pp | 28.51%-15.7pp |
| Employer contribution / active EE | $2,465 | $1,863+32.3% | $2,541-3.0% | $2,270+8.6% |
| Participant deferral / active EE | $4,882 | $3,617+35.0% | $4,167+17.2% | $3,740+30.6% |
| Admin fee / account holder | $73 | $482-84.8% | $6,795-98.9% | $513-85.8% |