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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,244 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,510 | $74,462-20.1% | $81,983-27.4% | $90,288-34.1% |
| Participation rate | 71.8% | 69.7%+2.1pp | 69.2%+2.5pp | 73.4%-1.6pp |
| Annual return | 22.42% | 17.56%+4.9pp | 41.31%-18.9pp | 53.97%-31.6pp |
| Employer contribution / active EE | $1,003 | $2,334-57.0% | $2,498-59.8% | $2,524-60.3% |
| Participant deferral / active EE | $2,078 | $3,602-42.3% | $3,722-44.2% | $4,232-50.9% |
| Admin fee / account holder | $25 | $98-74.8% | $5,664-99.6% | $114-78.3% |