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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,933 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,542 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,830 | $70,908+167.7% | $98,907+91.9% | $73,488+158.3% |
| Participation rate | 99.4% | 73.8%+25.6pp | 76.0%+23.3pp | 70.7%+28.7pp |
| Annual return | 17.67% | 34.17%-16.5pp | 196.43%-178.8pp | 28.51%-10.8pp |
| Employer contribution / active EE | $4,429 | $2,036+117.5% | $2,689+64.7% | $2,270+95.1% |
| Participant deferral / active EE | $9,395 | $3,500+168.4% | $4,244+121.4% | $3,740+151.2% |
| Admin fee / account holder | $33 | $535-93.7% | $6,642-99.5% | $513-93.5% |