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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,257 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,985 | $87,013+12.6% | $106,213-7.7% | $80,856+21.2% |
| Participation rate | 98.7% | 70.4%+28.2pp | 75.3%+23.4pp | 67.6%+31.0pp |
| Annual return | 12.43% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.2pp |
| Employer contribution / active EE | $7,076 | $2,395+195.4% | $3,171+123.1% | $2,755+156.9% |
| Participant deferral / active EE | $10,326 | $3,986+159.1% | $5,016+105.9% | $4,296+140.4% |
| Admin fee / account holder | $155 | $8,431-98.2% | $11,033-98.6% | $6,918-97.8% |