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 Service code 27 · EIN 04-2654524 | Advisory (Plan) | $208,879 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $141,910 |
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 | $357,528 | $126,111+183.5% | $142,449+151.0% | $80,160+346.0% |
| Participation rate | 97.9% | 87.5%+10.3pp | 76.8%+21.1pp | 72.9%+25.0pp |
| Annual return | 17.91% | 23.39%-5.5pp | 19.99%-2.1pp | 40.38%-22.5pp |
| Employer contribution / active EE | $9,617 | $6,430+49.6% | $4,847+98.4% | $2,978+223.0% |
| Participant deferral / active EE | $16,337 | $7,822+108.9% | $6,283+160.0% | $5,017+225.6% |
| Admin fee / account holder | $142 | $92+53.6% | $10,011-98.6% | $145-2.1% |