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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $61,374 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,782 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,879 | $130,084+26.0% | $138,135+18.6% | $90,288+81.5% |
| Participation rate | 99.3% | 86.0%+13.3pp | 78.7%+20.6pp | 73.4%+26.0pp |
| Annual return | 19.37% | 14.63%+4.7pp | 20.51%-1.1pp | 53.97%-34.6pp |
| Employer contribution / active EE | $5,132 | $5,865-12.5% | $5,587-8.1% | $2,524+103.3% |
| Participant deferral / active EE | $12,058 | $7,099+69.9% | $6,431+87.5% | $4,232+184.9% |
| Admin fee / account holder | -$1 | $187-100.7% | $11,856-100.0% | $114-101.1% |