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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,513 | $102,317-7.6% | $146,958-35.7% | $80,856+16.9% |
| Participation rate | 89.1% | 75.8%+13.3pp | 82.2%+7.0pp | 67.6%+21.5pp |
| Annual return | 18.69% | 134.76%-116.1pp | 418.34%-399.6pp | 35.59%-16.9pp |
| Employer contribution / active EE | $1,368 | $3,713-63.2% | $4,933-72.3% | $2,755-50.3% |
| Participant deferral / active EE | $27,217 | $6,644+309.7% | $8,070+237.3% | $4,296+533.6% |
| Admin fee / account holder | $125 | $7,941-98.4% | $12,998-99.0% | $6,918-98.2% |