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 5-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) | $5,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,142 | $55,415+80.7% | $155,509-35.6% | $74,495+34.4% |
| Participation rate | 85.7% | 61.9%+23.8pp | 78.2%+7.5pp | 67.2%+18.5pp |
| Annual return | 18.17% | 268.50%-250.3pp | 64.67%-46.5pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $4,165 | $2,267+83.7% | $4,672-10.9% | $2,623+58.8% |
| Participant deferral / active EE | $9,647 | $2,836+240.1% | $5,626+71.5% | $4,346+122.0% |
| Admin fee / account holder | $61 | $1,738-96.5% | $15,912-99.6% | $1,942-96.9% |