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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,818 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,107 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,759 | $117,025+54.5% | $91,541+97.5% | $85,563+111.3% |
| Participation rate | 96.2% | 64.2%+31.9pp | 69.8%+26.4pp | 66.0%+30.2pp |
| Annual return | 18.44% | 18.02%+0.4pp | 20.50%-2.1pp | 31.51%-13.1pp |
| Employer contribution / active EE | $10,382 | $2,120+389.6% | $2,505+314.5% | $2,654+291.3% |
| Participant deferral / active EE | $7,524 | $3,446+118.3% | $4,008+87.7% | $4,375+72.0% |
| Admin fee / account holder | $47 | $1,242-96.2% | $6,956-99.3% | $834-94.4% |