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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,937 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$12,589 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,410 | $76,050+96.5% | $96,544+54.8% | $71,457+109.1% |
| Participation rate | 75.8% | 74.4%+1.4pp | 76.0%-0.2pp | 67.9%+7.8pp |
| Annual return | 19.76% | 22.81%-3.0pp | 25.84%-6.1pp | 28.85%-9.1pp |
| Employer contribution / active EE | $2,973 | $2,244+32.5% | $2,965+0.3% | $2,588+14.9% |
| Participant deferral / active EE | $5,935 | $4,215+40.8% | $4,851+22.3% | $4,289+38.4% |
| Admin fee / account holder | $42 | $2,707-98.5% | $8,252-99.5% | $1,587-97.4% |