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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $85,027 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,103 |
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 | $95,043 | $67,228+41.4% | $117,854-19.4% | $77,958+21.9% |
| Participation rate | 96.7% | 79.4%+17.3pp | 79.7%+17.0pp | 71.6%+25.0pp |
| Annual return | 14.68% | 19.13%-4.4pp | 335.08%-320.4pp | 20.87%-6.2pp |
| Employer contribution / active EE | $4,122 | $2,211+86.5% | $3,786+8.9% | $2,310+78.4% |
| Participant deferral / active EE | $4,976 | $3,653+36.2% | $4,482+11.0% | $3,537+40.7% |
| Admin fee / account holder | $31 | $76-59.1% | $8,020-99.6% | $97-68.1% |