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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,595 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,646 | $88,083+38.1% | $164,813-26.2% | $74,495+63.3% |
| Participation rate | 96.5% | 73.0%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 25.62% | 17.26%+8.4pp | 69.93%-44.3pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $1,392 | $2,593-46.3% | $4,341-67.9% | $2,623-46.9% |
| Participant deferral / active EE | $4,635 | $4,498+3.1% | $6,031-23.1% | $4,346+6.7% |
| Admin fee / account holder | $89 | $2,234-96.0% | $12,690-99.3% | $1,942-95.4% |