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.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $83,145 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$76,732 |
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 | $149,942 | $108,592+38.1% | $129,110+16.1% | $77,904+92.5% |
| Participation rate | 99.6% | 84.8%+14.9pp | 77.3%+22.4pp | 73.7%+26.0pp |
| Annual return | -16.98% | -13.72%-3.3pp | -10.94%-6.0pp | 12.21%-29.2pp |
| Employer contribution / active EE | $11,236 | $5,713+96.7% | $5,052+122.4% | $2,848+294.6% |
| Participant deferral / active EE | $12,332 | $7,051+74.9% | $6,542+88.5% | $4,806+156.6% |
| Admin fee / account holder | $4 | $91-95.9% | $14,302-100.0% | $133-97.2% |