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 |
|---|---|---|
Service code 70 · EIN 47-1411118 | Consulting Fees | $22,500 |
STRATEGIC ADVISORS, INC.3 years Filed as: STRATEGIC RETIREMENT PARTNERS, LLC Service code 70 · EIN 47-5334534 | Consulting Fees | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,100 | $58,347+64.7% | $85,682+12.2% | $86,799+10.7% |
| Participation rate | 77.9% | 64.9%+13.0pp | 69.9%+8.1pp | 72.3%+5.7pp |
| Annual return | 16.04% | 18.43%-2.4pp | 21.49%-5.5pp | 97.91%-81.9pp |
| Employer contribution / active EE | $2,308 | $1,751+31.8% | $2,618-11.8% | $2,405-4.0% |
| Participant deferral / active EE | $6,958 | $3,065+127.0% | $3,923+77.4% | $4,131+68.4% |
| Admin fee / account holder | $79 | $147-46.4% | $6,873-98.9% | $170-53.4% |