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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,544 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,330 | $76,050+58.2% | $96,544+24.6% | $71,457+68.4% |
| Participation rate | 97.0% | 74.4%+22.6pp | 76.0%+21.1pp | 67.9%+29.1pp |
| Annual return | 20.42% | 22.81%-2.4pp | 25.84%-5.4pp | 28.85%-8.4pp |
| Employer contribution / active EE | $2,499 | $2,244+11.3% | $2,965-15.7% | $2,588-3.4% |
| Participant deferral / active EE | $6,364 | $4,215+51.0% | $4,851+31.2% | $4,289+48.4% |
| Admin fee / account holder | $79 | $2,707-97.1% | $8,252-99.0% | $1,587-95.0% |