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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,648 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,485 | $167,307-57.3% | $143,757-50.3% | $134,475-46.8% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -21.02% | 0.46%-21.5pp | -0.04%-21.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $13,011 | $5,619+131.5% | $4,951+162.8% | $4,740+174.5% |
| Participant deferral / active EE | $54,737 | $6,446+749.2% | $5,637+871.0% | $6,400+755.3% |
| Admin fee / account holder | -$56 | $18,088-100.3% | $14,673-100.4% | $11,426-100.5% |