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.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,220 |
Annual investment return 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 | $167,773 | $86,655+93.6% | $119,609+40.3% | $66,914+150.7% |
| Participation rate | 94.4% | 75.6%+18.8pp | 79.3%+15.1pp | 69.8%+24.6pp |
| Annual return | -21.73% | -8.00%-13.7pp | -14.97%-6.8pp | 1.58%-23.3pp |
| Employer contribution / active EE | $2,807 | $2,536+10.7% | $4,232-33.7% | $2,544+10.3% |
| Participant deferral / active EE | $7,391 | $4,358+69.6% | $5,602+31.9% | $4,237+74.5% |
| Admin fee / account holder | $97 | $755-87.2% | $10,323-99.1% | $593-83.7% |