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) | $20,393 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$16,611 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,425 | $71,516+167.7% | $98,439+94.5% | $71,457+167.9% |
| Participation rate | 88.5% | 72.7%+15.8pp | 75.2%+13.3pp | 67.9%+20.5pp |
| Annual return | 20.11% | 32.41%-12.3pp | 21.16%-1.0pp | 28.85%-8.7pp |
| Employer contribution / active EE | $11,539 | $2,399+381.0% | $3,048+278.6% | $2,588+345.9% |
| Participant deferral / active EE | $7,639 | $4,109+85.9% | $4,738+61.2% | $4,289+78.1% |
| Admin fee / account holder | $27 | $1,675-98.4% | $8,948-99.7% | $1,587-98.3% |