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.5 years Filed as: STRATEGIC RETIREMENT PARTNERS, LLC Service code 70 · EIN 47-5334534 | Consulting Fees | $30,000 |
Service code 70 · EIN 47-1411118 | Consulting Fees | $7,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,680 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,499 | $49,693+23.8% | $70,515-12.8% | $74,419-17.4% |
| Participation rate | 94.3% | 64.7%+29.6pp | 68.3%+25.9pp | 70.7%+23.5pp |
| Annual return | 15.82% | 21.22%-5.4pp | 32.77%-16.9pp | 34.38%-18.6pp |
| Employer contribution / active EE | $2,880 | $1,773+62.4% | $2,973-3.1% | $2,637+9.2% |
| Participant deferral / active EE | $6,612 | $3,376+95.9% | $4,567+44.8% | $4,528+46.0% |
| Admin fee / account holder | $64 | $316-79.7% | $6,412-99.0% | $348-81.6% |