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.2 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,108 |
FID INV INST OPS CO3 years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,568 | $111,608+232.9% | $177,821+109.0% | $73,409+406.2% |
| Participation rate | 98.2% | 87.9%+10.3pp | 87.7%+10.4pp | 72.2%+26.0pp |
| Annual return | 17.20% | 18.23%-1.0pp | 48.32%-31.1pp | 59.29%-42.1pp |
| Employer contribution / active EE | $20,131 | $3,796+430.3% | $5,918+240.1% | $2,234+801.3% |
| Participant deferral / active EE | $14,119 | $6,199+127.8% | $7,714+83.0% | $3,805+271.0% |
| Admin fee / account holder | $19 | $166-88.8% | $12,427-99.9% | $158-88.2% |