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) | $6,562 |
Service code 37 · EIN 04-2647786 | Loan Processing | $627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,570 | $90,745+123.2% | $130,231+55.5% | $75,163+169.5% |
| Participation rate | 92.9% | 71.1%+21.8pp | 76.3%+16.6pp | 67.2%+25.7pp |
| Annual return | 15.57% | 34.45%-18.9pp | 38.77%-23.2pp | 160.62%-145.0pp |
| Employer contribution / active EE | $7,981 | $3,314+140.9% | $4,126+93.5% | $2,670+198.9% |
| Participant deferral / active EE | $10,587 | $5,362+97.4% | $6,799+55.7% | $4,125+156.7% |
| Admin fee / account holder | $52 | $6,331-99.2% | $6,020-99.1% | $5,651-99.1% |