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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,839 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,763 |
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 | $114,567 | $81,908+39.9% | $90,749+26.2% | $64,808+76.8% |
| Participation rate | 90.0% | 80.5%+9.6pp | 75.7%+14.3pp | 71.5%+18.6pp |
| Annual return | -18.77% | -12.53%-6.2pp | -12.16%-6.6pp | 32.82%-51.6pp |
| Employer contribution / active EE | $2,509 | $3,065-18.1% | $2,921-14.1% | $2,506+0.1% |
| Participant deferral / active EE | $9,261 | $4,840+91.3% | $4,564+102.9% | $4,310+114.9% |
| Admin fee / account holder | $51 | $157-67.4% | $8,445-99.4% | $188-72.7% |