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 9-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,501 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,375 |
Employer contribution per participant 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 | $28,800 | $84,487-65.9% | $125,339-77.0% | $66,914-57.0% |
| Participation rate | 88.4% | 76.4%+12.0pp | 82.4%+6.1pp | 69.8%+18.6pp |
| Annual return | -17.07% | -8.39%-8.7pp | 572.05%-589.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,013 | $6,781+77.1% | $7,446+61.3% | $4,237+183.5% |
| Admin fee / account holder | $21 | $685-97.0% | $10,010-99.8% | $593-96.5% |