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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,710 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,779 | $84,936+32.8% | $111,297+1.3% | $79,386+42.1% |
| Participation rate | 96.3% | 75.9%+20.4pp | 77.3%+19.0pp | 70.7%+25.6pp |
| Annual return | 14.06% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $2,268 | $1,979+14.6% | $2,731-16.9% | $2,427-6.6% |
| Participant deferral / active EE | $4,936 | $3,888+27.0% | $4,487+10.0% | $4,046+22.0% |
| Admin fee / account holder | $59 | $537-89.0% | $7,964-99.3% | $626-90.5% |