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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,033 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$56,534 |
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 | $80,613 | $130,141-38.1% | $86,677-7.0% | $77,904+3.5% |
| Participation rate | 96.5% | 85.9%+10.5pp | 76.6%+19.9pp | 73.7%+22.8pp |
| Annual return | -18.47% | -12.75%-5.7pp | 35.91%-54.4pp | 12.21%-30.7pp |
| Employer contribution / active EE | $1,464 | $3,220-54.5% | $2,836-48.4% | $2,848-48.6% |
| Participant deferral / active EE | $7,377 | $5,757+28.1% | $4,656+58.4% | $4,806+53.5% |
| Admin fee / account holder | -$3 | $132-102.4% | $7,493-100.0% | $133-102.4% |