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) | $5,940 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,234 | $72,607+38.0% | $90,749+10.5% | $66,914+49.8% |
| Participation rate | 94.4% | 73.7%+20.7pp | 75.7%+18.7pp | 69.8%+24.6pp |
| Annual return | -14.72% | -12.28%-2.4pp | -12.16%-2.6pp | 1.58%-16.3pp |
| Employer contribution / active EE | $9,251 | $2,369+290.6% | $2,921+216.7% | $2,544+263.6% |
| Participant deferral / active EE | $10,544 | $3,977+165.1% | $4,564+131.0% | $4,237+148.9% |
| Admin fee / account holder | $49 | $707-93.1% | $8,445-99.4% | $593-91.7% |