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 8-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.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $39,370 |
Filed as: MORGAN STANLEY Service code 16 · EIN 26-4310632 | Consulting | $37,768 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$69,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,280 | $93,131+163.4% | $106,548+130.2% | $86,799+182.6% |
| Participation rate | 96.1% | 81.4%+14.7pp | 76.1%+20.0pp | 72.3%+23.9pp |
| Annual return | 14.91% | 19.45%-4.5pp | 26.80%-11.9pp | 97.91%-83.0pp |
| Employer contribution / active EE | $5,546 | $2,895+91.5% | $2,819+96.7% | $2,405+130.6% |
| Participant deferral / active EE | $10,076 | $4,708+114.0% | $4,398+129.1% | $4,131+143.9% |
| Admin fee / account holder | $10 | $145-93.3% | $7,407-99.9% | $170-94.3% |