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) | $15,697 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,884 | $72,254-1.9% | $86,677-18.2% | $64,808+9.4% |
| Participation rate | 82.9% | 80.4%+2.5pp | 76.6%+6.4pp | 71.5%+11.5pp |
| Annual return | -14.24% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $2,276 | $2,393-4.9% | $2,836-19.8% | $2,506-9.2% |
| Participant deferral / active EE | $4,654 | $4,658-0.1% | $4,6560% | $4,310+8.0% |
| Admin fee / account holder | $53 | $174-69.3% | $7,493-99.3% | $188-71.5% |