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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,938 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,158 | $82,917+59.4% | $103,333+27.9% | $77,643+70.2% |
| Participation rate | 91.4% | 71.6%+19.8pp | 74.5%+16.9pp | 70.6%+20.8pp |
| Annual return | 15.75% | 19.13%-3.4pp | 24.88%-9.1pp | 31.24%-15.5pp |
| Employer contribution / active EE | $14,311 | $3,552+302.9% | $3,868+270.0% | $2,726+425.0% |
| Participant deferral / active EE | $9,746 | $4,108+137.2% | $5,057+92.7% | $4,647+109.7% |
| Admin fee / account holder | $18 | $638-97.2% | $8,355-99.8% | $430-95.8% |