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 9-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) | $10,142 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,431 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,915 | $62,127+9.3% | $81,382-16.5% | $74,495-8.8% |
| Participation rate | 71.0% | 64.0%+7.0pp | 69.5%+1.6pp | 67.2%+3.8pp |
| Annual return | 12.68% | 16.48%-3.8pp | 24.73%-12.1pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $2,175 | $1,882+15.6% | $2,463-11.7% | $2,623-17.1% |
| Participant deferral / active EE | $4,824 | $3,229+49.4% | $3,883+24.2% | $4,346+11.0% |
| Admin fee / account holder | $53 | $1,934-97.3% | $5,768-99.1% | $1,942-97.3% |