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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,949 |
Filed as: STRATEGIES WEALTH ADVISORS LLC Service code 16 · EIN 46-1428191 | Consulting | $26,359 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,582 | $65,435-33.4% | $86,677-49.7% | $66,914-34.9% |
| Participation rate | 79.1% | 75.5%+3.7pp | 76.6%+2.6pp | 69.8%+9.3pp |
| Annual return | -12.68% | -10.89%-1.8pp | 35.91%-48.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $1,731 | $2,153-19.6% | $2,836-39.0% | $2,544-32.0% |
| Participant deferral / active EE | $3,552 | $4,100-13.4% | $4,656-23.7% | $4,237-16.2% |
| Admin fee / account holder | $287 | $642-55.3% | $7,493-96.2% | $593-51.6% |