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 5-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) | $163,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$285,253 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,255 | $145,516-28.4% | $184,200-43.4% | $99,061+5.2% |
| Participation rate | 95.6% | 90.3%+5.3pp | 86.8%+8.8pp | 71.6%+24.0pp |
| Annual return | 15.16% | 21.23%-6.1pp | 28.80%-13.6pp | 17.66%-2.5pp |
| Employer contribution / active EE | $3,855 | $5,354-28.0% | $6,424-40.0% | $3,261+18.2% |
| Participant deferral / active EE | $6,236 | $8,423-26.0% | $9,132-31.7% | $5,331+17.0% |
| Admin fee / account holder | -$16 | $78-120.5% | $13,907-100.1% | $109-114.6% |