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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,034 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$58,527 |
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 | $669,937 | $55,415+1108.9% | $155,509+330.8% | $74,495+799.3% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.6pp | 67.2%+27.6pp |
| Annual return | 17.21% | 268.50%-251.3pp | 64.67%-47.5pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $36,502 | $2,267+1510.1% | $4,672+681.2% | $2,623+1291.6% |
| Participant deferral / active EE | $22,282 | $2,836+685.7% | $5,626+296.0% | $4,346+412.7% |
| Admin fee / account holder | $196 | $1,738-88.7% | $15,912-98.8% | $1,942-89.9% |