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 6-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.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,439 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,277 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,598 | $95,803-34.7% | $113,168-44.7% | $84,808-26.2% |
| Participation rate | 94.4% | 72.9%+21.6pp | 76.6%+17.9pp | 68.3%+26.1pp |
| Annual return | 19.15% | 25.00%-5.9pp | 24.27%-5.1pp | 40.90%-21.8pp |
| Employer contribution / active EE | $6,149 | $2,360+160.6% | $2,975+106.7% | $2,631+133.7% |
| Participant deferral / active EE | $12,842 | $4,242+202.7% | $5,107+151.5% | $4,212+204.9% |
| Admin fee / account holder | $28 | $8,989-99.7% | $12,068-99.8% | $7,344-99.6% |