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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,332 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,870 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,135 | $82,978+156.9% | $129,995+64.0% | $71,457+198.3% |
| Participation rate | 95.8% | 74.1%+21.7pp | 78.5%+17.3pp | 67.9%+27.9pp |
| Annual return | 25.75% | 20.60%+5.2pp | -137.18%+162.9pp | 28.85%-3.1pp |
| Employer contribution / active EE | $3,056 | $2,622+16.6% | $4,320-29.3% | $2,588+18.1% |
| Participant deferral / active EE | $8,142 | $4,432+83.7% | $5,820+39.9% | $4,289+89.8% |
| Admin fee / account holder | $127 | $1,729-92.7% | $10,614-98.8% | $1,587-92.0% |