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) | $7,873 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,800 | $89,282+33.1% | $94,646+25.5% | $74,419+59.6% |
| Participation rate | 92.7% | 82.4%+10.2pp | 80.8%+11.8pp | 70.7%+21.9pp |
| Annual return | 20.51% | 25.96%-5.4pp | 156.71%-136.2pp | 34.38%-13.9pp |
| Employer contribution / active EE | $1,635 | $3,022-45.9% | $3,672-55.5% | $2,637-38.0% |
| Participant deferral / active EE | $6,950 | $8,425-17.5% | $7,418-6.3% | $4,528+53.5% |
| Admin fee / account holder | $26 | $219-88.0% | $7,231-99.6% | $348-92.4% |