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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,855 | $71,516+83.0% | $98,439+32.9% | $71,457+83.1% |
| Participation rate | 95.4% | 72.7%+22.7pp | 75.2%+20.2pp | 67.9%+27.4pp |
| Annual return | 17.33% | 32.41%-15.1pp | 21.16%-3.8pp | 28.85%-11.5pp |
| Employer contribution / active EE | $10,748 | $2,399+348.0% | $3,048+252.6% | $2,588+315.4% |
| Participant deferral / active EE | $12,674 | $4,109+208.5% | $4,738+167.5% | $4,289+195.5% |
| Admin fee / account holder | $75 | $1,675-95.5% | $8,948-99.2% | $1,587-95.3% |