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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,345 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,413 | $81,474+112.8% | $133,956+29.5% | $73,488+136.0% |
| Participation rate | 80.3% | 76.4%+3.9pp | 79.8%+0.4pp | 70.7%+9.6pp |
| Annual return | 22.79% | 19.40%+3.4pp | 45.09%-22.3pp | 28.51%-5.7pp |
| Employer contribution / active EE | $4,276 | $2,209+93.6% | $3,919+9.1% | $2,270+88.4% |
| Participant deferral / active EE | $14,033 | $3,786+270.6% | $5,048+178.0% | $3,740+275.3% |
| Admin fee / account holder | $77 | $713-89.3% | $8,927-99.1% | $513-85.1% |