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.4 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $25,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,755 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $257,311 | $172,932+48.8% | $119,258+115.8% | $86,799+196.4% |
| Participation rate | 98.5% | 89.4%+9.1pp | 82.7%+15.8pp | 72.3%+26.2pp |
| Annual return | 14.02% | 20.96%-6.9pp | 30.69%-16.7pp | 97.91%-83.9pp |
| Employer contribution / active EE | $3,558 | $5,487-35.2% | $4,384-18.8% | $2,405+47.9% |
| Participant deferral / active EE | $10,181 | $8,466+20.3% | $6,111+66.6% | $4,131+146.5% |
| Admin fee / account holder | $76 | $150-49.7% | $7,226-99.0% | $170-55.4% |