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 3-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) | $12,213 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,288 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,046 | $99,078-37.4% | $96,544-35.7% | $74,419-16.6% |
| Participation rate | 94.0% | 80.7%+13.3pp | 76.0%+18.0pp | 70.7%+23.2pp |
| Annual return | 26.27% | 22.48%+3.8pp | 25.84%+0.4pp | 34.38%-8.1pp |
| Employer contribution / active EE | $2,851 | $2,570+10.9% | $2,965-3.8% | $2,637+8.1% |
| Participant deferral / active EE | $7,071 | $4,933+43.3% | $4,851+45.8% | $4,528+56.1% |
| Admin fee / account holder | $32 | $225-86.0% | $8,252-99.6% | $348-90.9% |