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) | $8,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,255 | $69,823-5.1% | $77,163-14.1% | $74,419-11.0% |
| Participation rate | 89.0% | 70.0%+19.0pp | 69.6%+19.4pp | 70.7%+18.2pp |
| Annual return | 21.35% | 19.98%+1.4pp | 37.87%-16.5pp | 34.38%-13.0pp |
| Employer contribution / active EE | $4,484 | $2,150+108.6% | $2,535+76.9% | $2,637+70.0% |
| Participant deferral / active EE | $4,463 | $3,558+25.5% | $3,833+16.4% | $4,528-1.4% |
| Admin fee / account holder | -$7 | $398-101.7% | $5,472-100.1% | $348-101.9% |