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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,831 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $29,853 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,030 | $50,982-23.4% | $154,803-74.8% | $85,563-54.4% |
| Participation rate | 92.4% | 59.8%+32.6pp | 78.1%+14.3pp | 66.0%+26.4pp |
| Annual return | 18.79% | 30.35%-11.6pp | 58.88%-40.1pp | 31.51%-12.7pp |
| Employer contribution / active EE | $1,197 | $1,708-30.0% | $4,305-72.2% | $2,654-54.9% |
| Participant deferral / active EE | $4,285 | $2,474+73.2% | $5,540-22.7% | $4,375-2.1% |
| Admin fee / account holder | $73 | $846-91.3% | $14,329-99.5% | $834-91.2% |