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) | $6,196 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,964 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,542 | $82,202+40.6% | $125,339-7.8% | $64,808+78.3% |
| Participation rate | 97.6% | 77.9%+19.7pp | 82.4%+15.2pp | 71.5%+26.2pp |
| Annual return | -13.97% | 3.48%-17.4pp | 572.05%-586.0pp | 32.82%-46.8pp |
| Employer contribution / active EE | $4,656 | $3,615+28.8% | $4,814-3.3% | $2,506+85.8% |
| Participant deferral / active EE | $9,330 | $7,175+30.0% | $7,446+25.3% | $4,310+116.5% |
| Admin fee / account holder | $14 | $163-91.7% | $10,010-99.9% | $188-92.8% |