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) | $6,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,084 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,813 | $71,883+205.8% | $86,677+153.6% | $68,494+220.9% |
| Participation rate | 86.8% | 72.2%+14.5pp | 76.6%+10.2pp | 67.9%+18.9pp |
| Annual return | -15.64% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,270 | $2,173+188.6% | $2,836+121.1% | $2,596+141.5% |
| Participant deferral / active EE | $7,698 | $3,779+103.7% | $4,656+65.3% | $4,027+91.2% |
| Admin fee / account holder | $90 | $6,112-98.5% | $7,493-98.8% | $5,403-98.3% |