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 9-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) | $7,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,958 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,819 | $72,554+150.6% | $138,135+31.6% | $73,488+147.4% |
| Participation rate | 98.4% | 74.8%+23.6pp | 78.7%+19.7pp | 70.7%+27.8pp |
| Annual return | 13.34% | 17.50%-4.2pp | 20.51%-7.2pp | 28.51%-15.2pp |
| Employer contribution / active EE | $3,007 | $3,511-14.3% | $5,587-46.2% | $2,270+32.5% |
| Participant deferral / active EE | $9,529 | $4,908+94.1% | $6,431+48.2% | $3,740+154.8% |
| Admin fee / account holder | $42 | $464-91.0% | $11,856-99.6% | $513-91.8% |