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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,860 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,382 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,407 | $100,227-24.8% | $169,993-55.6% | $74,419+1.3% |
| Participation rate | 81.1% | 87.3%-6.2pp | 87.0%-5.9pp | 70.7%+10.4pp |
| Annual return | 20.92% | 66.08%-45.2pp | 53.37%-32.4pp | 34.38%-13.5pp |
| Employer contribution / active EE | $2,613 | $4,263-38.7% | $6,785-61.5% | $2,637-0.9% |
| Participant deferral / active EE | $4,399 | $7,143-38.4% | $10,408-57.7% | $4,528-2.8% |
| Admin fee / account holder | $28 | $234-87.9% | $12,815-99.8% | $348-91.8% |