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+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $323 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $225 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,305 | $54,320-14.8% | $67,652-31.6% | $52,331-11.5% |
| Participation rate | 85.3% | 73.6%+11.7pp | 75.7%+9.7pp | 68.1%+17.2pp |
| Annual return | -1.95% | 6.81%-8.8pp | 6625.04%-6627.0pp | 4.54%-6.5pp |
| Employer contribution / active EE | $1,560 | $1,544+1.1% | $2,266-31.1% | $1,882-17.1% |
| Participant deferral / active EE | $2,535 | $2,950-14.1% | $3,560-28.8% | $3,022-16.1% |
| Admin fee / account holder | $6,256 | $527+1088.0% | $4,821+29.8% | $592+957.4% |