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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$11,528 |
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 | $174,559 | $84,487+106.6% | $125,339+39.3% | $66,914+160.9% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.8pp | 69.8%+23.4pp |
| Annual return | -19.28% | -8.39%-10.9pp | 572.05%-591.3pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,780 | $3,553-21.8% | $4,814-42.2% | $2,544+9.3% |
| Participant deferral / active EE | $10,360 | $6,781+52.8% | $7,446+39.1% | $4,237+144.5% |
| Admin fee / account holder | $1 | $685-99.8% | $10,010-100.0% | $593-99.8% |