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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,526 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$18,052 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,440 | $78,419+66.3% | $133,956-2.6% | $73,409+77.7% |
| Participation rate | 94.5% | 78.6%+15.9pp | 79.8%+14.7pp | 72.2%+22.3pp |
| Annual return | 23.13% | 33.35%-10.2pp | 45.09%-22.0pp | 59.29%-36.2pp |
| Employer contribution / active EE | $1,291 | $2,044-36.8% | $3,919-67.1% | $2,234-42.2% |
| Participant deferral / active EE | $6,859 | $3,925+74.7% | $5,048+35.9% | $3,805+80.2% |
| Admin fee / account holder | -$21 | $161-113.3% | $8,927-100.2% | $158-113.6% |