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 60 · EIN 04-2647786 | Sub-TA Fees | $27,332 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2,201 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,814 | $99,957+120.9% | $149,696+47.5% | $73,488+200.5% |
| Participation rate | 99.1% | 75.7%+23.4pp | 82.5%+16.7pp | 70.7%+28.5pp |
| Annual return | 17.83% | 53.87%-36.0pp | 276.60%-258.8pp | 28.51%-10.7pp |
| Employer contribution / active EE | $15,627 | $3,191+389.7% | $4,644+236.5% | $2,270+588.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $104 | $551-81.2% | $9,309-98.9% | $513-79.8% |