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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$25,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,044 | $59,159+155.3% | $159,960-5.6% | $66,914+125.7% |
| Participation rate | 85.0% | 68.1%+16.9pp | 78.0%+7.1pp | 69.8%+15.2pp |
| Annual return | -14.80% | -12.26%-2.5pp | 408.60%-423.4pp | 1.58%-16.4pp |
| Employer contribution / active EE | $5,098 | $1,983+157.1% | $4,226+20.7% | $2,544+100.4% |
| Participant deferral / active EE | $10,474 | $4,395+138.3% | $6,182+69.4% | $4,237+147.2% |
| Admin fee / account holder | $52 | $591-91.2% | $8,698-99.4% | $593-91.3% |