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) | $10,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,291 | $106,028+29.5% | $146,958-6.6% | $77,643+76.8% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 15.72% | 56.73%-41.0pp | 418.34%-402.6pp | 31.24%-15.5pp |
| Employer contribution / active EE | $5,078 | $4,063+25.0% | $4,933+3.0% | $2,726+86.3% |
| Participant deferral / active EE | $9,733 | $7,990+21.8% | $8,070+20.6% | $4,647+109.4% |
| Admin fee / account holder | $15 | $337-95.5% | $12,998-99.9% | $430-96.5% |