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 RETIREMENT PARTNERS, LLC Service code 70 · EIN 47-5334534 | Consulting Fees | $15,000 |
Service code 70 · EIN 47-1411118 | Consulting Fees | $7,500 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 70 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Consulting Fees | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,305 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,733 | $46,423+30.8% | $75,886-20.0% | $67,579-10.1% |
| Participation rate | 98.3% | 63.1%+35.2pp | 69.3%+29.0pp | 71.3%+27.0pp |
| Annual return | 22.43% | 32.29%-9.9pp | 30.76%-8.3pp | 378.56%-356.1pp |
| Employer contribution / active EE | $2,504 | $1,406+78.0% | $2,500+0.1% | $2,148+16.6% |
| Participant deferral / active EE | $6,673 | $2,564+160.2% | $3,603+85.2% | $3,539+88.6% |
| Admin fee / account holder | $68 | $132-48.1% | $5,418-98.7% | $142-51.9% |