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) | $59,014 |
LION STREET ADVISORS LLC3 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $40,625 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $12,201 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$139,440 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $484,599 | $104,475+363.8% | $159,436+203.9% | $79,386+510.4% |
| Participation rate | 98.4% | 76.6%+21.8pp | 82.8%+15.6pp | 70.7%+27.7pp |
| Annual return | 12.76% | 67.95%-55.2pp | 263.57%-250.8pp | 116.85%-104.1pp |
| Employer contribution / active EE | $13,245 | $3,417+287.7% | $4,829+174.3% | $2,427+445.6% |
| Participant deferral / active EE | $11,836 | $6,467+83.0% | $7,352+61.0% | $4,046+192.6% |
| Admin fee / account holder | -$105 | $711-114.7% | $10,799-101.0% | $626-116.7% |