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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $11,580 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 | Advisory (Plan) | $9,375 |
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 | $120,280 | $93,182+29.1% | $146,665-18.0% | $79,386+51.5% |
| Participation rate | 98.1% | 76.4%+21.7pp | 80.1%+18.1pp | 70.7%+27.4pp |
| Annual return | 11.42% | 21.61%-10.2pp | 22.74%-11.3pp | 116.85%-105.4pp |
| Employer contribution / active EE | $3,942 | $2,420+62.9% | $4,136-4.7% | $2,427+62.4% |
| Participant deferral / active EE | $4,527 | $4,169+8.6% | $5,506-17.8% | $4,046+11.9% |
| Admin fee / account holder | $128 | $585-78.1% | $10,280-98.8% | $626-79.5% |