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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,401 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$20,529 |
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 | $79,563 | $44,764+77.7% | $68,791+15.7% | $64,808+22.8% |
| Participation rate | 89.4% | 64.8%+24.6pp | 69.0%+20.4pp | 71.5%+17.9pp |
| Annual return | -18.62% | -10.91%-7.7pp | -6.38%-12.2pp | 32.82%-51.4pp |
| Employer contribution / active EE | $946 | $1,775-46.7% | $2,655-64.4% | $2,506-62.2% |
| Participant deferral / active EE | $8,315 | $3,238+156.8% | $3,941+111.0% | $4,310+92.9% |
| Admin fee / account holder | $12 | $151-92.1% | $4,932-99.8% | $188-93.6% |