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 10-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 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,455 | $84,936+92.4% | $111,297+46.9% | $79,386+105.9% |
| Participation rate | 83.9% | 75.9%+8.1pp | 77.3%+6.6pp | 70.7%+13.2pp |
| Annual return | 14.19% | 17.45%-3.3pp | 54.65%-40.5pp | 116.85%-102.7pp |
| Employer contribution / active EE | $2,693 | $1,979+36.1% | $2,731-1.4% | $2,427+10.9% |
| Participant deferral / active EE | $5,591 | $3,888+43.8% | $4,487+24.6% | $4,046+38.2% |
| Admin fee / account holder | $32 | $537-94.0% | $7,964-99.6% | $626-94.8% |