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) | $17,656 |
REGENT PEAK WEALTH ADVISORS3 years Service code 27 · EIN 83-4638642 | Advisory (Plan) | $12,261 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,744 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,710 | $65,435+18.8% | $86,677-10.3% | $66,914+16.1% |
| Participation rate | 86.7% | 75.5%+11.3pp | 76.6%+10.2pp | 69.8%+16.9pp |
| Annual return | -16.51% | -10.89%-5.6pp | 35.91%-52.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $2,623 | $2,153+21.8% | $2,836-7.5% | $2,544+3.1% |
| Participant deferral / active EE | $4,674 | $4,100+14.0% | $4,656+0.4% | $4,237+10.3% |
| Admin fee / account holder | $190 | $642-70.4% | $7,493-97.5% | $593-68.0% |