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) | $9,734 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$23,810 |
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 | $247,850 | $99,016+150.3% | $93,789+164.3% | $66,914+270.4% |
| Participation rate | 98.8% | 82.1%+16.7pp | 81.0%+17.8pp | 69.8%+29.0pp |
| Annual return | -18.99% | -14.59%-4.4pp | -11.33%-7.7pp | 1.58%-20.6pp |
| Employer contribution / active EE | $8,132 | $4,769+70.5% | $4,323+88.1% | $2,544+219.6% |
| Participant deferral / active EE | $11,668 | $6,689+74.4% | $6,094+91.5% | $4,237+175.4% |
| Admin fee / account holder | -$51 | $477-110.8% | $7,195-100.7% | $593-108.7% |