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 8-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,459 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,245 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,140 | $72,607-17.2% | $90,749-33.7% | $66,914-10.1% |
| Participation rate | 98.4% | 73.7%+24.7pp | 75.7%+22.7pp | 69.8%+28.6pp |
| Annual return | -17.75% | -12.28%-5.5pp | -12.16%-5.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $6,703 | $2,369+183.0% | $2,921+129.5% | $2,544+163.5% |
| Participant deferral / active EE | $10,010 | $3,977+151.7% | $4,564+119.3% | $4,237+136.2% |
| Admin fee / account holder | $126 | $707-82.3% | $8,445-98.5% | $593-78.8% |