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 8-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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,504 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,842 | $82,978+87.8% | $129,995+19.9% | $71,457+118.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 16.67% | 20.60%-3.9pp | -137.18%+153.8pp | 28.85%-12.2pp |
| Employer contribution / active EE | $5,775 | $2,622+120.3% | $4,320+33.7% | $2,588+123.2% |
| Participant deferral / active EE | $8,496 | $4,432+91.7% | $5,820+46.0% | $4,289+98.1% |
| Admin fee / account holder | $9 | $1,729-99.5% | $10,614-99.9% | $1,587-99.5% |