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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,423 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,348 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,640 | $81,460+65.3% | $103,333+30.3% | $80,856+66.5% |
| Participation rate | 95.9% | 66.8%+29.1pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 13.78% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $3,519 | $3,105+13.3% | $3,868-9.0% | $2,755+27.7% |
| Participant deferral / active EE | $9,487 | $3,869+145.2% | $5,057+87.6% | $4,296+120.8% |
| Admin fee / account holder | -$38 | $6,566-100.6% | $8,355-100.5% | $6,918-100.6% |