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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,450 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,460 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,080 | $94,625+22.7% | $116,228-0.1% | $84,808+36.9% |
| Participation rate | 98.6% | 70.4%+28.1pp | 74.6%+24.0pp | 68.3%+30.3pp |
| Annual return | 15.75% | 20.40%-4.7pp | 90.06%-74.3pp | 40.90%-25.1pp |
| Employer contribution / active EE | $6,391 | $2,347+172.4% | $2,994+113.4% | $2,631+142.9% |
| Participant deferral / active EE | $8,595 | $3,972+116.4% | $4,953+73.5% | $4,212+104.1% |
| Admin fee / account holder | $189 | $10,091-98.1% | $11,989-98.4% | $7,344-97.4% |