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 8-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) | $17,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,533 |
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 | $152,594 | $86,655+76.1% | $119,609+27.6% | $66,914+128.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | -20.15% | -8.00%-12.2pp | -14.97%-5.2pp | 1.58%-21.7pp |
| Employer contribution / active EE | $5,558 | $2,536+119.2% | $4,232+31.3% | $2,544+118.4% |
| Participant deferral / active EE | $8,720 | $4,358+100.1% | $5,602+55.6% | $4,237+105.8% |
| Admin fee / account holder | $9 | $755-98.9% | $10,323-99.9% | $593-98.6% |