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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,851 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,311 | $76,050+93.7% | $96,544+52.6% | $71,457+106.2% |
| Participation rate | 96.8% | 74.4%+22.4pp | 76.0%+20.8pp | 67.9%+28.9pp |
| Annual return | 20.05% | 22.81%-2.8pp | 25.84%-5.8pp | 28.85%-8.8pp |
| Employer contribution / active EE | $4,539 | $2,244+102.3% | $2,965+53.1% | $2,588+75.4% |
| Participant deferral / active EE | $8,923 | $4,215+111.7% | $4,851+84.0% | $4,289+108.1% |
| Admin fee / account holder | $3 | $2,707-99.9% | $8,252-100.0% | $1,587-99.8% |