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 3-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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,773 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,361 | $101,317-25.6% | $146,958-48.7% | $74,495+1.2% |
| Participation rate | 80.4% | 75.5%+4.9pp | 82.2%-1.7pp | 67.2%+13.2pp |
| Annual return | 15.34% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $4,067 | $3,810+6.7% | $4,933-17.6% | $2,623+55.1% |
| Participant deferral / active EE | $12,942 | $7,303+77.2% | $8,070+60.4% | $4,346+197.8% |
| Admin fee / account holder | $33 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |