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 6-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) | $19,186 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,609 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,700 | $88,982+5.3% | $102,438-8.5% | $77,671+20.6% |
| Participation rate | 87.9% | 80.9%+7.0pp | 76.5%+11.4pp | 70.6%+17.3pp |
| Annual return | 28.02% | 25.01%+3.0pp | 29.37%-1.4pp | 31.21%-3.2pp |
| Employer contribution / active EE | $6,595 | $2,698+144.4% | $3,024+118.1% | $2,726+141.9% |
| Participant deferral / active EE | $15,277 | $5,144+197.0% | $5,054+202.3% | $4,648+228.7% |
| Admin fee / account holder | $85 | $236-63.8% | $9,448-99.1% | $430-80.2% |