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) | $15,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$68,880 |
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 | $779,540 | $49,915+1461.7% | $154,803+403.6% | $74,304+949.1% |
| Participation rate | 90.1% | 54.0%+36.1pp | 78.1%+12.0pp | 60.3%+29.7pp |
| Annual return | 22.97% | 34.06%-11.1pp | 58.88%-35.9pp | 29.43%-6.5pp |
| Employer contribution / active EE | $34,294 | $1,611+2028.4% | $4,305+696.5% | $2,241+1430.2% |
| Participant deferral / active EE | $21,129 | $2,255+837.1% | $5,540+281.3% | $3,767+460.8% |
| Admin fee / account holder | $181 | $2,189-91.7% | $14,329-98.7% | $2,969-93.9% |