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 |
|---|---|---|
STRATEGIES WEALTH ADVISORS5 years Service code 26 · EIN 46-1428191 | Advisory (Participants) | $31,139 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,331 | $87,037+44.0% | $106,201+18.0% | $80,874+55.0% |
| Participation rate | 98.8% | 70.4%+28.4pp | 75.3%+23.5pp | 67.6%+31.2pp |
| Annual return | 20.15% | 17.05%+3.1pp | 116.26%-96.1pp | 35.62%-15.5pp |
| Employer contribution / active EE | $3,910 | $2,396+63.2% | $3,170+23.3% | $2,756+41.9% |
| Participant deferral / active EE | $2,109 | $3,986-47.1% | $5,012-57.9% | $4,297-50.9% |
| Admin fee / account holder | $602 | $8,434-92.9% | $11,039-94.6% | $6,935-91.3% |