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.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $62,355 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,498 |
PRONVEST1 year Service code 16 · EIN 62-1823351 | Consulting | $6,025 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,817 | $84,993-34.3% | $129,995-57.1% | $80,160-30.4% |
| Participation rate | 93.0% | 79.5%+13.5pp | 78.5%+14.5pp | 72.9%+20.1pp |
| Annual return | 20.13% | 23.76%-3.6pp | -137.18%+157.3pp | 40.38%-20.3pp |
| Employer contribution / active EE | $2,222 | $3,051-27.2% | $4,320-48.5% | $2,978-25.4% |
| Participant deferral / active EE | $5,049 | $4,984+1.3% | $5,820-13.2% | $5,017+0.6% |
| Admin fee / account holder | $21 | $391-94.7% | $10,614-99.8% | $145-85.7% |