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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,108 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,183 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,563 | $65,557+1.5% | $64,056+3.9% | $71,457-6.8% |
| Participation rate | 92.1% | 73.2%+19.0pp | 72.3%+19.8pp | 67.9%+24.2pp |
| Annual return | 22.11% | 18.94%+3.2pp | 33.69%-11.6pp | 28.85%-6.7pp |
| Employer contribution / active EE | $2,714 | $2,669+1.7% | $2,747-1.2% | $2,588+4.9% |
| Participant deferral / active EE | $7,057 | $3,626+94.6% | $3,880+81.9% | $4,289+64.5% |
| Admin fee / account holder | $43 | $616-93.1% | $3,068-98.6% | $1,587-97.3% |