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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,593 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,737 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,108 | $64,871+171.5% | $129,110+36.4% | $66,914+163.2% |
| Participation rate | 98.5% | 74.0%+24.5pp | 77.3%+21.2pp | 69.8%+28.7pp |
| Annual return | -17.41% | -12.21%-5.2pp | -10.94%-6.5pp | 1.58%-19.0pp |
| Employer contribution / active EE | $6,762 | $3,741+80.7% | $5,052+33.8% | $2,544+165.8% |
| Participant deferral / active EE | $9,788 | $5,090+92.3% | $6,542+49.6% | $4,237+131.0% |
| Admin fee / account holder | $91 | $629-85.5% | $14,302-99.4% | $593-84.7% |