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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,851 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$26,512 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $493,461 | $110,094+348.2% | $151,611+225.5% | $68,494+620.4% |
| Participation rate | 85.3% | 84.0%+1.4pp | 87.5%-2.2pp | 67.9%+17.4pp |
| Annual return | -20.69% | -10.12%-10.6pp | 3.33%-24.0pp | -7.84%-12.9pp |
| Employer contribution / active EE | $21,341 | $4,471+377.4% | $6,166+246.1% | $2,596+722.0% |
| Participant deferral / active EE | $0 | $6,527-100.0% | $8,363-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $7,719-100.0% | $11,616-100.0% | $5,403-100.0% |