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 8-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) | $7,618 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$19,039 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,709 | $101,317-13.4% | $146,958-40.3% | $74,495+17.7% |
| Participation rate | 88.4% | 75.5%+12.9pp | 82.2%+6.3pp | 67.2%+21.2pp |
| Annual return | 19.83% | 8730.91%-8711.1pp | 418.34%-398.5pp | 1364.94%-1345.1pp |
| Employer contribution / active EE | $3,691 | $3,810-3.1% | $4,933-25.2% | $2,623+40.7% |
| Participant deferral / active EE | $7,314 | $7,303+0.1% | $8,070-9.4% | $4,346+68.3% |
| Admin fee / account holder | -$70 | $1,739-104.0% | $12,998-100.5% | $1,942-103.6% |