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 7-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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,988 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,111 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,279 | $88,083+7.0% | $164,813-42.8% | $74,495+26.6% |
| Participation rate | 94.4% | 73.0%+21.4pp | 78.6%+15.8pp | 67.2%+27.2pp |
| Annual return | 15.63% | 17.26%-1.6pp | 69.93%-54.3pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $7,123 | $2,593+174.7% | $4,341+64.1% | $2,623+171.6% |
| Participant deferral / active EE | $15,812 | $4,498+251.5% | $6,031+162.2% | $4,346+263.8% |
| Admin fee / account holder | $44 | $2,234-98.0% | $12,690-99.7% | $1,942-97.7% |