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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,850 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,691 | $101,499+68.2% | $147,005+16.1% | $74,546+129.0% |
| Participation rate | 75.2% | 75.5%-0.4pp | 82.2%-7.0pp | 67.2%+7.9pp |
| Annual return | 19.13% | 8732.34%-8713.2pp | 418.76%-399.6pp | 1366.03%-1346.9pp |
| Employer contribution / active EE | $1,868 | $3,811-51.0% | $4,934-62.1% | $2,624-28.8% |
| Participant deferral / active EE | $7,992 | $7,304+9.4% | $8,070-1.0% | $4,347+83.8% |
| Admin fee / account holder | -$102 | $1,748-105.9% | $13,006-100.8% | $1,944-105.3% |