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) | $16,945 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,605 |
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 | $157,784 | $72,607+117.3% | $90,749+73.9% | $66,914+135.8% |
| Participation rate | 91.0% | 73.7%+17.3pp | 75.7%+15.3pp | 69.8%+21.2pp |
| Annual return | -18.54% | -12.28%-6.3pp | -12.16%-6.4pp | 1.58%-20.1pp |
| Employer contribution / active EE | $5,062 | $2,369+113.7% | $2,921+73.3% | $2,544+99.0% |
| Participant deferral / active EE | $12,884 | $3,977+223.9% | $4,564+182.3% | $4,237+204.1% |
| Admin fee / account holder | $55 | $707-92.3% | $8,445-99.4% | $593-90.8% |