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) | $6,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,475 |
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 | $73,134 | $56,503+29.4% | $70,092+4.3% | $64,808+12.8% |
| Participation rate | 93.9% | 70.5%+23.4pp | 70.5%+23.4pp | 71.5%+22.4pp |
| Annual return | -22.08% | -13.44%-8.6pp | 190.73%-212.8pp | 32.82%-54.9pp |
| Employer contribution / active EE | $4,624 | $2,046+126.0% | $2,559+80.7% | $2,506+84.5% |
| Participant deferral / active EE | $4,492 | $3,389+32.6% | $3,849+16.7% | $4,310+4.2% |
| Admin fee / account holder | -$14 | $160-108.9% | $6,267-100.2% | $188-107.6% |