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.6+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $263,253 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $51,036 |
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 | $237,046 | $143,525+65.2% | $379,746-37.6% | $90,288+162.5% |
| Participation rate | 98.2% | 82.9%+15.3pp | 78.4%+19.8pp | 73.4%+24.9pp |
| Annual return | 7.74% | 18.97%-11.2pp | 34.90%-27.2pp | 53.97%-46.2pp |
| Employer contribution / active EE | $6,939 | $3,201+116.8% | $3,540+96.0% | $2,524+174.9% |
| Participant deferral / active EE | $10,382 | $5,231+98.5% | $6,024+72.3% | $4,232+145.3% |
| Admin fee / account holder | $95 | $100-5.4% | $7,927-98.8% | $114-16.7% |