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) | $18,358 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$53,894 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $598,375 | $61,272+876.6% | $149,673+299.8% | $71,457+737.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.71% | 35.85%-15.1pp | 134.42%-113.7pp | 28.85%-8.1pp |
| Employer contribution / active EE | $36,788 | $2,378+1446.8% | $4,818+663.6% | $2,588+1321.7% |
| Participant deferral / active EE | $22,764 | $2,917+680.4% | $5,680+300.8% | $4,289+430.8% |
| Admin fee / account holder | $169 | $1,261-86.6% | $13,210-98.7% | $1,587-89.4% |