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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,477 |
Service code 37 · EIN 04-2647786 | Loan Processing | $813 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,404 | $80,968+19.1% | $96,544-0.1% | $75,163+28.3% |
| Participation rate | 93.9% | 71.8%+22.1pp | 76.0%+17.9pp | 67.2%+26.7pp |
| Annual return | 19.84% | 27.06%-7.2pp | 25.84%-6.0pp | 160.62%-140.8pp |
| Employer contribution / active EE | $570 | $2,282-75.0% | $2,965-80.8% | $2,670-78.6% |
| Participant deferral / active EE | $4,861 | $3,928+23.8% | $4,851+0.2% | $4,125+17.8% |
| Admin fee / account holder | $51 | $6,724-99.2% | $8,252-99.4% | $5,651-99.1% |