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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,741 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,277 | $64,119+65.7% | $112,228-5.3% | $66,914+58.8% |
| Participation rate | 92.2% | 68.5%+23.7pp | 75.1%+17.1pp | 69.8%+22.4pp |
| Annual return | -18.50% | -13.81%-4.7pp | 27.45%-45.9pp | 1.58%-20.1pp |
| Employer contribution / active EE | $2,984 | $3,005-0.7% | $3,635-17.9% | $2,544+17.3% |
| Participant deferral / active EE | $7,946 | $3,693+115.2% | $4,728+68.1% | $4,237+87.6% |
| Admin fee / account holder | $57 | $625-90.9% | $6,410-99.1% | $593-90.4% |