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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $31,189 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,919 | $176,491-24.7% | $95,952+38.5% | $90,288+47.2% |
| Participation rate | 98.9% | 86.6%+12.3pp | 77.1%+21.8pp | 73.4%+25.6pp |
| Annual return | 0.00% | 20.14%-20.1pp | 91.61%-91.6pp | 53.97%-54.0pp |
| Employer contribution / active EE | $1,087 | $2,789-61.0% | $2,541-57.2% | $2,524-56.9% |
| Participant deferral / active EE | $1,458 | $5,340-72.7% | $4,167-65.0% | $4,232-65.6% |
| Admin fee / account holder | $13 | $154-91.4% | $6,795-99.8% | $114-88.4% |