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) | $6,165 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$2,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,949 | $47,126-49.2% | $149,673-84.0% | $74,419-67.8% |
| Participation rate | 77.0% | 63.4%+13.6pp | 78.8%-1.8pp | 70.7%+6.3pp |
| Annual return | 19.52% | 22.75%-3.2pp | 134.42%-114.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,109 | $1,905-41.8% | $4,818-77.0% | $2,637-57.9% |
| Participant deferral / active EE | $1,253 | $2,728-54.1% | $5,680-77.9% | $4,528-72.3% |
| Admin fee / account holder | $128 | $343-62.7% | $13,210-99.0% | $348-63.2% |