Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,759 | $140,800+28.4% | $89,340+102.3% | $79,634+127.0% |
| Participation rate | 96.2% | 61.9%+34.2pp | 69.6%+26.6pp | 62.5%+33.7pp |
| Annual return | 18.44% | 17.84%+0.6pp | 20.57%-2.1pp | 36.46%-18.0pp |
| Employer contribution / active EE | $10,382 | $2,021+413.8% | $2,231+365.3% | $2,529+310.5% |
| Participant deferral / active EE | $7,524 | $3,219+133.8% | $3,823+96.8% | $3,835+96.2% |
| Admin fee / account holder | $47 | $1,610-97.1% | $6,704-99.3% | $1,002-95.3% |