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.9+ years Service code 27 · EIN 05-2654524 | Advisory (Plan) | $513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,096 | $156,846-33.6% | $121,098-14.0% | $139,434-25.3% |
| Participation rate | 72.7% | 76.4%-3.7pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 19.32% | 1474.56%-1455.2pp | 985.75%-966.4pp | 372.94%-353.6pp |
| Employer contribution / active EE | $3,037 | $5,536-45.1% | $4,164-27.1% | $4,751-36.1% |
| Participant deferral / active EE | $8,048 | $4,844+66.1% | $4,080+97.3% | $6,710+19.9% |
| Admin fee / account holder | $4 | $6,946-99.9% | $5,644-99.9% | $11,403-100.0% |