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 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,579 |
CHRISTENSEN GROUP FINANCIAL LLC3+ years Filed as: CHRISTENSEN GROUP FINANCIAL Service code 27 · EIN 87-4130828 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$169,378 |
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 | $91,363 | $108,549-15.8% | $156,263-41.5% | $85,563+6.8% |
| Participation rate | 92.2% | 77.1%+15.1pp | 78.9%+13.3pp | 66.0%+26.2pp |
| Annual return | 17.25% | 21.79%-4.5pp | 59.47%-42.2pp | 31.51%-14.3pp |
| Employer contribution / active EE | $118 | $2,690-95.6% | $4,333-97.3% | $2,654-95.6% |
| Participant deferral / active EE | $6,817 | $4,800+42.0% | $6,158+10.7% | $4,375+55.8% |
| Admin fee / account holder | -$130 | $650-120.0% | $14,255-100.9% | $834-115.6% |