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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,046 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,176 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,765 | $54,701+40.3% | $86,188-10.9% | $71,457+7.4% |
| Participation rate | 96.4% | 60.1%+36.3pp | 69.0%+27.4pp | 67.9%+28.4pp |
| Annual return | 15.82% | 20.06%-4.2pp | 1168.45%-1152.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $698 | $1,265-44.9% | $2,380-70.7% | $2,588-73.0% |
| Participant deferral / active EE | $4,117 | $3,108+32.4% | $3,985+3.3% | $4,289-4.0% |
| Admin fee / account holder | $225 | $1,922-88.3% | $6,852-96.7% | $1,587-85.8% |