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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,794 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,433 |
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 | $96,079 | $106,236-9.6% | $112,228-14.4% | $64,808+48.3% |
| Participation rate | 89.6% | 71.7%+18.0pp | 75.1%+14.6pp | 71.5%+18.2pp |
| Annual return | -19.28% | -6.02%-13.3pp | 27.45%-46.7pp | 32.82%-52.1pp |
| Employer contribution / active EE | $2,470 | $3,166-22.0% | $3,635-32.0% | $2,506-1.4% |
| Participant deferral / active EE | $8,739 | $3,785+130.9% | $4,728+84.8% | $4,310+102.7% |
| Admin fee / account holder | $22 | $452-95.1% | $6,410-99.7% | $188-88.3% |