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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,011 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,726 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,578 | $70,879+150.5% | $189,557-6.3% | $79,386+123.7% |
| Participation rate | 89.9% | 68.0%+22.0pp | 78.4%+11.5pp | 70.7%+19.2pp |
| Annual return | 15.87% | 20.70%-4.8pp | 64.17%-48.3pp | 116.85%-101.0pp |
| Employer contribution / active EE | $4,831 | $1,806+167.4% | $4,412+9.5% | $2,427+99.0% |
| Participant deferral / active EE | $10,301 | $4,081+152.4% | $6,174+66.9% | $4,046+154.6% |
| Admin fee / account holder | $53 | $647-91.7% | $9,807-99.5% | $626-91.5% |