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) | $9,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,898 | $80,705+168.8% | $115,768+87.4% | $67,986+219.0% |
| Participation rate | 98.2% | 63.0%+35.2pp | 74.4%+23.8pp | 57.2%+41.0pp |
| Annual return | 16.80% | 18.49%-1.7pp | 100.46%-83.7pp | 31.67%-14.9pp |
| Employer contribution / active EE | $4,893 | $2,046+139.1% | $2,940+66.4% | $2,019+142.4% |
| Participant deferral / active EE | $10,440 | $3,559+193.3% | $4,917+112.3% | $3,358+210.9% |
| Admin fee / account holder | $78 | $4,135-98.1% | $12,439-99.4% | $3,203-97.6% |