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) | $67,914 |
LION STREET ADVISORS LLC5 years Filed as: LION STREET ADVISORS, LLC Service code 16 · EIN 80-0946231 | Consulting | $27,500 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $16,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$125,499 |
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 | $447,913 | $91,407+390.0% | $135,903+229.6% | $71,457+526.8% |
| Participation rate | 97.0% | 75.7%+21.4pp | 81.9%+15.1pp | 67.9%+29.1pp |
| Annual return | 18.12% | 29.90%-11.8pp | 68.23%-50.1pp | 28.85%-10.7pp |
| Employer contribution / active EE | $13,212 | $3,703+256.8% | $4,856+172.1% | $2,588+410.6% |
| Participant deferral / active EE | $11,445 | $7,092+61.4% | $7,758+47.5% | $4,289+166.9% |
| Admin fee / account holder | -$50 | $1,266-103.9% | $10,762-100.5% | $1,587-103.1% |