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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,387 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,729 | $129,095-22.7% | $184,200-45.9% | $77,671+28.4% |
| Participation rate | 76.3% | 87.3%-11.0pp | 86.8%-10.5pp | 70.6%+5.8pp |
| Annual return | 22.32% | 33.29%-11.0pp | 28.80%-6.5pp | 31.21%-8.9pp |
| Employer contribution / active EE | $5,772 | $4,410+30.9% | $6,424-10.2% | $2,726+111.7% |
| Participant deferral / active EE | $10,115 | $7,300+38.6% | $9,132+10.8% | $4,648+117.6% |
| Admin fee / account holder | $25 | $256-90.1% | $13,907-99.8% | $430-94.1% |