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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,866 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,871 | $88,083+74.7% | $164,813-6.6% | $74,495+106.6% |
| Participation rate | 75.0% | 73.0%+2.0pp | 78.6%-3.6pp | 67.2%+7.8pp |
| Annual return | 16.17% | 17.26%-1.1pp | 69.93%-53.8pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $4,532 | $2,593+74.8% | $4,341+4.4% | $2,623+72.8% |
| Participant deferral / active EE | $6,881 | $4,498+53.0% | $6,031+14.1% | $4,346+58.3% |
| Admin fee / account holder | $58 | $2,234-97.4% | $12,690-99.5% | $1,942-97.0% |