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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,667 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,283 | $82,978+31.7% | $129,995-15.9% | $71,457+52.9% |
| Participation rate | 96.9% | 74.1%+22.8pp | 78.5%+18.4pp | 67.9%+29.0pp |
| Annual return | 15.44% | 20.60%-5.2pp | -137.18%+152.6pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,511 | $2,622-42.3% | $4,320-65.0% | $2,588-41.6% |
| Participant deferral / active EE | $4,844 | $4,432+9.3% | $5,820-16.8% | $4,289+12.9% |
| Admin fee / account holder | $119 | $1,729-93.1% | $10,614-98.9% | $1,587-92.5% |