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) | $64,326 |
LION STREET ADVISORS LLC4 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $20,625 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,225 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$131,693 |
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 | $403,888 | $84,487+378.0% | $125,339+222.2% | $66,914+503.6% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.1pp | 69.8%+29.6pp |
| Annual return | -15.84% | -8.39%-7.4pp | 572.05%-587.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $13,944 | $3,553+292.5% | $4,814+189.7% | $2,544+448.1% |
| Participant deferral / active EE | $12,531 | $6,781+84.8% | $7,446+68.3% | $4,237+195.8% |
| Admin fee / account holder | -$120 | $685-117.5% | $10,010-101.2% | $593-120.2% |