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) | $17,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$124,534 |
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 | $187,777 | $64,119+192.9% | $112,228+67.3% | $66,914+180.6% |
| Participation rate | 97.4% | 68.5%+28.9pp | 75.1%+22.3pp | 69.8%+27.6pp |
| Annual return | -18.67% | -13.81%-4.9pp | 27.45%-46.1pp | 1.58%-20.2pp |
| Employer contribution / active EE | $11,464 | $3,005+281.4% | $3,635+215.4% | $2,544+350.6% |
| Participant deferral / active EE | $9,158 | $3,693+148.0% | $4,728+93.7% | $4,237+116.1% |
| Admin fee / account holder | -$361 | $625-157.8% | $6,410-105.6% | $593-160.9% |