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) | $50,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,658 |
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 | $149,714 | $71,142+110.4% | $119,609+25.2% | $64,808+131.0% |
| Participation rate | 86.5% | 78.6%+7.9pp | 79.3%+7.2pp | 71.5%+15.0pp |
| Annual return | -19.30% | -10.01%-9.3pp | -14.97%-4.3pp | 32.82%-52.1pp |
| Employer contribution / active EE | $7,320 | $2,497+193.1% | $4,232+73.0% | $2,506+192.1% |
| Participant deferral / active EE | $9,949 | $4,490+121.6% | $5,602+77.6% | $4,310+130.8% |
| Admin fee / account holder | -$2 | $162-101.2% | $10,323-100.0% | $188-101.1% |