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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,194 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,631 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,768 | $88,083+36.0% | $164,813-27.3% | $74,495+60.8% |
| Participation rate | 79.8% | 73.0%+6.8pp | 78.6%+1.2pp | 67.2%+12.6pp |
| Annual return | 15.80% | 17.26%-1.5pp | 69.93%-54.1pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $3,252 | $2,593+25.4% | $4,341-25.1% | $2,623+24.0% |
| Participant deferral / active EE | $7,497 | $4,498+66.7% | $6,031+24.3% | $4,346+72.5% |
| Admin fee / account holder | $51 | $2,234-97.7% | $12,690-99.6% | $1,942-97.4% |