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 | $84,556+156.5% | $116,228+86.6% | $74,304+191.9% |
| Participation rate | 98.2% | 66.0%+32.2pp | 74.6%+23.6pp | 60.3%+37.8pp |
| Annual return | 16.80% | 18.35%-1.5pp | 90.06%-73.3pp | 29.43%-12.6pp |
| Employer contribution / active EE | $4,893 | $2,168+125.7% | $2,994+63.4% | $2,241+118.3% |
| Participant deferral / active EE | $10,440 | $3,814+173.7% | $4,953+110.8% | $3,767+177.1% |
| Admin fee / account holder | $78 | $3,792-97.9% | $11,989-99.3% | $2,969-97.4% |