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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,090 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,756 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,388 | $71,142-10.9% | $119,609-47.0% | $64,808-2.2% |
| Participation rate | 71.1% | 78.6%-7.5pp | 79.3%-8.1pp | 71.5%-0.3pp |
| Annual return | -16.67% | -10.01%-6.7pp | -14.97%-1.7pp | 32.82%-49.5pp |
| Employer contribution / active EE | $2,804 | $2,497+12.3% | $4,232-33.7% | $2,506+11.9% |
| Participant deferral / active EE | $6,584 | $4,490+46.6% | $5,602+17.5% | $4,310+52.7% |
| Admin fee / account holder | $43 | $162-73.4% | $10,323-99.6% | $188-77.0% |