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) | $23,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,703 |
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 | $124,923 | $59,159+111.2% | $159,960-21.9% | $66,914+86.7% |
| Participation rate | 95.4% | 68.1%+27.2pp | 78.0%+17.4pp | 69.8%+25.6pp |
| Annual return | -18.39% | -12.26%-6.1pp | 408.60%-427.0pp | 1.58%-20.0pp |
| Employer contribution / active EE | $7,784 | $1,983+292.5% | $4,226+84.2% | $2,544+205.9% |
| Participant deferral / active EE | $16,939 | $4,395+285.4% | $6,182+174.0% | $4,237+299.8% |
| Admin fee / account holder | $64 | $591-89.1% | $8,698-99.3% | $593-89.1% |