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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,120 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,016 | $70,908+66.4% | $98,907+19.3% | $73,488+60.6% |
| Participation rate | 83.6% | 73.8%+9.8pp | 76.0%+7.6pp | 70.7%+12.9pp |
| Annual return | 16.67% | 34.17%-17.5pp | 196.43%-179.8pp | 28.51%-11.8pp |
| Employer contribution / active EE | $5,318 | $2,036+161.2% | $2,689+97.8% | $2,270+134.3% |
| Participant deferral / active EE | $6,151 | $3,500+75.7% | $4,244+44.9% | $3,740+64.5% |
| Admin fee / account holder | $41 | $535-92.3% | $6,642-99.4% | $513-92.0% |