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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,175 |
Service code 37 · EIN 04-2647786 | Loan Processing | $900 |
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 | $124,962 | $60,989+104.9% | $60,874+105.3% | $66,914+86.7% |
| Participation rate | 96.2% | 74.5%+21.7pp | 73.1%+23.1pp | 69.8%+26.4pp |
| Annual return | -18.11% | -9.60%-8.5pp | 16.90%-35.0pp | 1.58%-19.7pp |
| Employer contribution / active EE | $13,600 | $2,661+411.1% | $2,701+403.4% | $2,544+434.5% |
| Participant deferral / active EE | $11,670 | $3,615+222.8% | $3,817+205.8% | $4,237+175.4% |
| Admin fee / account holder | $79 | $338-76.7% | $3,224-97.6% | $593-86.7% |