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 | $62,146+9.3% | $81,438-16.6% | $74,546-8.9% |
| Participation rate | 71.0% | 64.1%+7.0pp | 69.5%+1.5pp | 67.2%+3.8pp |
| Annual return | 12.68% | 16.49%-3.8pp | 24.74%-12.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $2,175 | $1,883+15.5% | $2,460-11.6% | $2,624-17.1% |
| Participant deferral / active EE | $4,824 | $3,229+49.4% | $3,883+24.2% | $4,347+11.0% |
| Admin fee / account holder | $53 | $1,922-97.2% | $5,764-99.1% | $1,944-97.3% |