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.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,570 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,788 |
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 | $110,664 | $71,142+55.6% | $119,609-7.5% | $64,808+70.8% |
| Participation rate | 70.4% | 78.6%-8.2pp | 79.3%-8.8pp | 71.5%-1.0pp |
| Annual return | -17.76% | -10.01%-7.7pp | -14.97%-2.8pp | 32.82%-50.6pp |
| Employer contribution / active EE | $1,019 | $2,497-59.2% | $4,232-75.9% | $2,506-59.3% |
| Participant deferral / active EE | $3,808 | $4,490-15.2% | $5,602-32.0% | $4,310-11.7% |
| Admin fee / account holder | $79 | $162-51.1% | $10,323-99.2% | $188-57.8% |