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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $35,931 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,247 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,701 | $59,097+302.2% | $82,389+188.5% | $74,304+219.9% |
| Participation rate | 92.6% | 52.8%+39.8pp | 69.5%+23.0pp | 60.3%+32.2pp |
| Annual return | 18.22% | 22.85%-4.6pp | 28.67%-10.4pp | 29.43%-11.2pp |
| Employer contribution / active EE | $4,605 | $1,601+187.7% | $2,517+83.0% | $2,241+105.5% |
| Participant deferral / active EE | $13,627 | $2,775+391.0% | $4,155+228.0% | $3,767+261.7% |
| Admin fee / account holder | $540 | $4,489-88.0% | $7,231-92.5% | $2,969-81.8% |