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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,226 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,395 | $49,915+157.2% | $154,803-17.1% | $74,304+72.8% |
| Participation rate | 84.7% | 54.0%+30.7pp | 78.1%+6.6pp | 60.3%+24.3pp |
| Annual return | 24.09% | 34.06%-10.0pp | 58.88%-34.8pp | 29.43%-5.3pp |
| Employer contribution / active EE | $4,312 | $1,611+167.6% | $4,305+0.2% | $2,241+92.4% |
| Participant deferral / active EE | $9,606 | $2,255+326.0% | $5,540+73.4% | $3,767+155.0% |
| Admin fee / account holder | $80 | $2,189-96.3% | $14,329-99.4% | $2,969-97.3% |