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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$62,063 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $418,326 | $109,359+282.5% | $162,163+158.0% | $72,985+473.2% |
| Participation rate | 97.8% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 24.96% | 25.46%-0.5pp | 115.59%-90.6pp | 81.00%-56.0pp |
| Employer contribution / active EE | $18,320 | $3,907+368.9% | $5,614+226.4% | $2,440+650.9% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $7,972-100.0% | $10,843-100.0% | $5,124-100.0% |