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) | $19,039 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,402 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,582 | $84,487+30.9% | $125,339-11.8% | $66,914+65.3% |
| Participation rate | 72.2% | 76.4%-4.2pp | 82.4%-10.1pp | 69.8%+2.4pp |
| Annual return | -13.91% | -8.39%-5.5pp | 572.05%-586.0pp | 1.58%-15.5pp |
| Employer contribution / active EE | $2,591 | $3,553-27.1% | $4,814-46.2% | $2,544+1.8% |
| Participant deferral / active EE | $5,767 | $6,781-15.0% | $7,446-22.6% | $4,237+36.1% |
| Admin fee / account holder | $34 | $685-95.0% | $10,010-99.7% | $593-94.2% |