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 Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,837 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,156 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,464 | $84,556-43.9% | $116,228-59.2% | $74,304-36.1% |
| Participation rate | 93.0% | 66.0%+26.9pp | 74.6%+18.4pp | 60.3%+32.6pp |
| Annual return | 16.37% | 18.35%-2.0pp | 90.06%-73.7pp | 29.43%-13.1pp |
| Employer contribution / active EE | $771 | $2,168-64.4% | $2,994-74.2% | $2,241-65.6% |
| Participant deferral / active EE | $2,344 | $3,814-38.5% | $4,953-52.7% | $3,767-37.8% |
| Admin fee / account holder | $89 | $3,792-97.6% | $11,989-99.3% | $2,969-97.0% |