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.3 years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,304 |
FID INV INST OPS CO4 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 | $409,011 | $111,491+266.9% | $189,513+115.8% | $86,799+371.2% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 17.44% | 83.50%-66.1pp | 555.15%-537.7pp | 97.91%-80.5pp |
| Employer contribution / active EE | $26,605 | $3,951+573.3% | $6,162+331.8% | $2,405+1006.1% |
| Participant deferral / active EE | $13,821 | $6,437+114.7% | $8,221+68.1% | $4,131+234.6% |
| Admin fee / account holder | $28 | $189-85.1% | $12,045-99.8% | $170-83.4% |