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) | $117,636 |
Service code 37 · EIN 04-2647786 | Loan Processing | $76,703 |
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 | $317,321 | $95,388+232.7% | $125,339+153.2% | $77,904+307.3% |
| Participation rate | 80.9% | 78.6%+2.3pp | 82.4%-1.5pp | 73.7%+7.2pp |
| Annual return | -18.39% | 116.19%-134.6pp | 572.05%-590.4pp | 12.21%-30.6pp |
| Employer contribution / active EE | $10,063 | $3,666+174.5% | $4,814+109.1% | $2,848+253.4% |
| Participant deferral / active EE | $9,515 | $7,711+23.4% | $7,446+27.8% | $4,806+98.0% |
| Admin fee / account holder | $146 | $119+23.2% | $10,010-98.5% | $133+10.5% |