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) | $13,054 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,494 |
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 | $266,888 | $100,923+164.4% | $150,045+77.9% | $74,304+259.2% |
| Participation rate | 96.3% | 70.1%+26.2pp | 82.3%+13.9pp | 60.3%+35.9pp |
| Annual return | 18.87% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $9,870 | $3,463+185.0% | $4,693+110.3% | $2,241+340.4% |
| Participant deferral / active EE | $15,347 | $6,709+128.7% | $7,997+91.9% | $3,767+307.4% |
| Admin fee / account holder | $60 | $2,767-97.8% | $13,435-99.6% | $2,969-98.0% |