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 6-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) | $37,871 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,512 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,703 | $142,386-5.4% | $152,466-11.7% | $93,030+44.8% |
| Participation rate | 99.7% | 85.6%+14.2pp | 78.2%+21.5pp | 73.9%+25.8pp |
| Annual return | 18.76% | 18.07%+0.7pp | 757.33%-738.6pp | 158.70%-139.9pp |
| Employer contribution / active EE | $4,280 | $5,485-22.0% | $4,327-1.1% | $2,706+58.2% |
| Participant deferral / active EE | $6,492 | $6,872-5.5% | $5,820+11.5% | $4,562+42.3% |
| Admin fee / account holder | $38 | $108-64.9% | $15,805-99.8% | $152-75.0% |