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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,320 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,606 | $95,274+39.2% | $135,903-2.4% | $74,419+78.2% |
| Participation rate | 97.4% | 78.2%+19.2pp | 81.9%+15.5pp | 70.7%+26.6pp |
| Annual return | 19.54% | 32.77%-13.2pp | 68.23%-48.7pp | 34.38%-14.8pp |
| Employer contribution / active EE | $5,107 | $3,874+31.8% | $4,856+5.2% | $2,637+93.6% |
| Participant deferral / active EE | $10,002 | $7,782+28.5% | $7,758+28.9% | $4,528+120.9% |
| Admin fee / account holder | $18 | $266-93.1% | $10,762-99.8% | $348-94.7% |