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.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $204,402 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | $103,464 |
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 | $397,749 | $139,767+184.6% | $153,485+159.1% | $199,593+99.3% |
| Participation rate | 98.5% | 85.1%+13.4pp | 77.1%+21.4pp | 72.0%+26.5pp |
| Annual return | 15.70% | 20.59%-4.9pp | 15.65%0pp | 34.25%-18.5pp |
| Employer contribution / active EE | $12,311 | $6,517+88.9% | $5,039+144.3% | $3,034+305.7% |
| Participant deferral / active EE | $20,215 | $8,055+151.0% | $6,757+199.2% | $5,087+297.4% |
| Admin fee / account holder | $132 | $98+35.4% | $12,724-99.0% | $269-50.7% |