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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,178 | $88,890-22.2% | $102,423-32.5% | $77,643-10.9% |
| Participation rate | 94.7% | 80.9%+13.7pp | 76.5%+18.2pp | 70.6%+24.1pp |
| Annual return | 23.47% | 24.98%-1.5pp | 29.32%-5.9pp | 31.24%-7.8pp |
| Employer contribution / active EE | $2,331 | $2,698-13.6% | $3,023-22.9% | $2,726-14.5% |
| Participant deferral / active EE | $7,214 | $5,145+40.2% | $5,053+42.8% | $4,647+55.2% |
| Admin fee / account holder | $33 | $235-86.2% | $9,451-99.7% | $430-92.4% |