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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,028 |
Service code 37 · EIN 04-2647786 | Loan Processing | $450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,024 | $91,407+52.1% | $135,903+2.3% | $71,457+94.6% |
| Participation rate | 91.5% | 75.7%+15.8pp | 81.9%+9.5pp | 67.9%+23.5pp |
| Annual return | 19.30% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.5pp |
| Employer contribution / active EE | $8,887 | $3,703+139.9% | $4,856+83.0% | $2,588+243.4% |
| Participant deferral / active EE | $11,682 | $7,092+64.7% | $7,758+50.6% | $4,289+172.4% |
| Admin fee / account holder | $68 | $1,266-94.6% | $10,762-99.4% | $1,587-95.7% |