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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,270 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,606 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,374 | $53,053+23.2% | $126,539-48.3% | $74,304-12.0% |
| Participation rate | 71.4% | 48.0%+23.4pp | 69.8%+1.6pp | 60.3%+11.1pp |
| Annual return | 19.86% | 29.46%-9.6pp | 425.95%-406.1pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,009 | $1,168+157.7% | $3,674-18.1% | $2,241+34.3% |
| Participant deferral / active EE | $5,326 | $2,303+131.3% | $4,083+30.5% | $3,767+41.4% |
| Admin fee / account holder | $78 | $3,698-97.9% | $6,065-98.7% | $2,969-97.4% |