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) | $16,872 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,594 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,054 | $99,078+2.0% | $96,544+4.7% | $74,419+35.8% |
| Participation rate | 96.0% | 80.7%+15.4pp | 76.0%+20.1pp | 70.7%+25.3pp |
| Annual return | 18.76% | 22.48%-3.7pp | 25.84%-7.1pp | 34.38%-15.6pp |
| Employer contribution / active EE | $3,780 | $2,570+47.1% | $2,965+27.5% | $2,637+43.3% |
| Participant deferral / active EE | $6,425 | $4,933+30.2% | $4,851+32.4% | $4,528+41.9% |
| Admin fee / account holder | $41 | $225-81.8% | $8,252-99.5% | $348-88.3% |