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 3-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+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,600 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,226 | $72,254-18.0% | $86,677-31.7% | $64,808-8.6% |
| Participation rate | 89.6% | 80.4%+9.2pp | 76.6%+13.0pp | 71.5%+18.1pp |
| Annual return | -17.21% | 392.42%-409.6pp | 35.91%-53.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $708 | $2,393-70.4% | $2,836-75.0% | $2,506-71.7% |
| Participant deferral / active EE | $7,409 | $4,658+59.1% | $4,656+59.1% | $4,310+71.9% |
| Admin fee / account holder | $30 | $174-82.9% | $7,493-99.6% | $188-84.1% |