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) | $15,549 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$21,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,765 | $93,182+79.0% | $146,665+13.7% | $79,386+110.1% |
| Participation rate | 95.0% | 76.4%+18.6pp | 80.1%+15.0pp | 70.7%+24.3pp |
| Annual return | 33.98% | 21.61%+12.4pp | 22.74%+11.2pp | 116.85%-82.9pp |
| Employer contribution / active EE | $4,383 | $2,420+81.2% | $4,136+6.0% | $2,427+80.6% |
| Participant deferral / active EE | $7,147 | $4,169+71.4% | $5,506+29.8% | $4,046+76.7% |
| Admin fee / account holder | -$31 | $585-105.2% | $10,280-100.3% | $626-104.9% |