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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,805 | $72,254+21.5% | $86,677+1.3% | $64,808+35.5% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.7pp | 71.5%+24.9pp |
| Annual return | -17.21% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $1,894 | $2,393-20.8% | $2,836-33.2% | $2,506-24.4% |
| Participant deferral / active EE | $6,487 | $4,658+39.3% | $4,656+39.3% | $4,310+50.5% |
| Admin fee / account holder | $43 | $174-75.2% | $7,493-99.4% | $188-77.0% |