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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,834 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,715 | $185,342-47.8% | $111,297-13.1% | $86,799+11.4% |
| Participation rate | 93.4% | 81.0%+12.5pp | 77.3%+16.1pp | 72.3%+21.2pp |
| Annual return | 15.13% | 500.80%-485.7pp | 54.65%-39.5pp | 97.91%-82.8pp |
| Employer contribution / active EE | $2,330 | $2,246+3.7% | $2,731-14.7% | $2,405-3.1% |
| Participant deferral / active EE | $5,441 | $4,458+22.0% | $4,487+21.3% | $4,131+31.7% |
| Admin fee / account holder | $33 | $255-87.2% | $7,964-99.6% | $170-80.8% |