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 5-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,242 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,703 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,078 | $82,978+32.7% | $129,995-15.3% | $71,457+54.0% |
| Participation rate | 83.1% | 74.1%+9.1pp | 78.5%+4.7pp | 67.9%+15.2pp |
| Annual return | 22.00% | 20.60%+1.4pp | -137.18%+159.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $3,515 | $2,622+34.1% | $4,320-18.6% | $2,588+35.9% |
| Participant deferral / active EE | $7,757 | $4,432+75.0% | $5,820+33.3% | $4,289+80.9% |
| Admin fee / account holder | $52 | $1,729-97.0% | $10,614-99.5% | $1,587-96.7% |