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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,711 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,497 | $82,978+38.0% | $129,995-11.9% | $71,457+60.2% |
| Participation rate | 97.7% | 74.1%+23.6pp | 78.5%+19.2pp | 67.9%+29.7pp |
| Annual return | 15.45% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $5,038 | $2,622+92.2% | $4,320+16.6% | $2,588+94.7% |
| Participant deferral / active EE | $5,131 | $4,432+15.8% | $5,820-11.8% | $4,289+19.6% |
| Admin fee / account holder | $112 | $1,729-93.5% | $10,614-98.9% | $1,587-92.9% |