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 6-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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $150,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$367,127 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,730 | $129,756-26.2% | $169,993-43.7% | $103,482-7.5% |
| Participation rate | 96.2% | 91.3%+5.0pp | 87.0%+9.2pp | 73.3%+23.0pp |
| Annual return | 19.21% | 20.17%-1.0pp | 53.37%-34.2pp | 33.11%-13.9pp |
| Employer contribution / active EE | $4,130 | $5,236-21.1% | $6,785-39.1% | $3,208+28.7% |
| Participant deferral / active EE | $6,695 | $8,283-19.2% | $10,408-35.7% | $5,207+28.6% |
| Admin fee / account holder | -$26 | $73-135.8% | $12,815-100.2% | $114-122.8% |