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) | $7,288 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,907 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,521 | $78,781+45.4% | $100,516+13.9% | $73,409+56.0% |
| Participation rate | 93.8% | 80.0%+13.7pp | 79.4%+14.4pp | 72.2%+21.6pp |
| Annual return | 19.01% | 31.69%-12.7pp | 30.89%-11.9pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,462 | $2,420-39.6% | $3,418-57.2% | $2,234-34.5% |
| Participant deferral / active EE | $5,532 | $6,537-15.4% | $6,270-11.8% | $3,805+45.4% |
| Admin fee / account holder | $29 | $145-80.2% | $8,081-99.6% | $158-81.7% |