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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $67,282 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$87,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,459 | $142,386+37.3% | $152,466+28.2% | $93,030+110.1% |
| Participation rate | 99.2% | 85.6%+13.7pp | 78.2%+21.1pp | 73.9%+25.3pp |
| Annual return | 17.50% | 18.07%-0.6pp | 757.33%-739.8pp | 158.70%-141.2pp |
| Employer contribution / active EE | $10,069 | $5,485+83.6% | $4,327+132.7% | $2,706+272.1% |
| Participant deferral / active EE | $11,653 | $6,872+69.6% | $5,820+100.2% | $4,562+155.4% |
| Admin fee / account holder | -$14 | $108-113.3% | $15,805-100.1% | $152-109.4% |