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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $35,685 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $21,617 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,178 | $100,227+44.8% | $169,993-14.6% | $74,419+95.1% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.0%+12.0pp | 70.7%+28.3pp |
| Annual return | 19.95% | 66.08%-46.1pp | 53.37%-33.4pp | 34.38%-14.4pp |
| Employer contribution / active EE | $5,445 | $4,263+27.7% | $6,785-19.8% | $2,637+106.4% |
| Participant deferral / active EE | $7,506 | $7,143+5.1% | $10,408-27.9% | $4,528+65.8% |
| Admin fee / account holder | $103 | $234-56.0% | $12,815-99.2% | $348-70.4% |