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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,356 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,154 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,829 | $78,485+96.0% | $106,213+44.8% | $74,495+106.5% |
| Participation rate | 99.3% | 72.8%+26.5pp | 75.3%+24.0pp | 67.2%+32.1pp |
| Annual return | 15.54% | 15.95%-0.4pp | 116.14%-100.6pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $13,764 | $2,523+445.6% | $3,171+334.0% | $2,623+424.7% |
| Participant deferral / active EE | $14,803 | $4,322+242.5% | $5,016+195.1% | $4,346+240.6% |
| Admin fee / account holder | $70 | $2,232-96.9% | $11,033-99.4% | $1,942-96.4% |