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) | $38,852 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$57,331 |
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 | $260,169 | $56,503+360.4% | $70,092+271.2% | $64,808+301.4% |
| Participation rate | 86.8% | 70.5%+16.4pp | 70.5%+16.4pp | 71.5%+15.4pp |
| Annual return | -15.63% | -13.44%-2.2pp | 190.73%-206.4pp | 32.82%-48.4pp |
| Employer contribution / active EE | $4,518 | $2,046+120.8% | $2,559+76.6% | $2,506+80.3% |
| Participant deferral / active EE | $7,549 | $3,389+122.7% | $3,849+96.1% | $4,310+75.1% |
| Admin fee / account holder | -$33 | $160-120.5% | $6,267-100.5% | $188-117.5% |