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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,344 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,993 | $76,670+12.2% | $96,683-11.1% | $71,457+20.3% |
| Participation rate | 94.4% | 66.6%+27.8pp | 74.3%+20.0pp | 67.9%+26.4pp |
| Annual return | 3.14% | 48.29%-45.2pp | 35.69%-32.6pp | 28.85%-25.7pp |
| Employer contribution / active EE | $2,384 | $3,031-21.3% | $3,737-36.2% | $2,588-7.8% |
| Participant deferral / active EE | $6,381 | $3,771+69.2% | $4,878+30.8% | $4,289+48.8% |
| Admin fee / account holder | $68 | $2,028-96.7% | $6,730-99.0% | $1,587-95.7% |