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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,294 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,981 |
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 | $98,641 | $86,655+13.8% | $119,609-17.5% | $66,914+47.4% |
| Participation rate | 96.2% | 75.6%+20.6pp | 79.3%+16.9pp | 69.8%+26.4pp |
| Annual return | -19.35% | -8.00%-11.3pp | -14.97%-4.4pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,390 | $2,536-45.2% | $4,232-67.2% | $2,544-45.4% |
| Participant deferral / active EE | $4,788 | $4,358+9.9% | $5,602-14.5% | $4,237+13.0% |
| Admin fee / account holder | $113 | $755-85.0% | $10,323-98.9% | $593-81.0% |