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) | $42,545 |
Service code 52 · EIN 04-2647786 | Indirect Investment Fees | $3,525 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,499 | $65,908+239.1% | $81,812+173.2% | $77,643+187.9% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 14.15% | 26.64%-12.5pp | 773.79%-759.6pp | 31.24%-17.1pp |
| Employer contribution / active EE | $7,636 | $2,370+222.2% | $2,912+162.2% | $2,726+180.1% |
| Participant deferral / active EE | $10,556 | $3,505+201.1% | $4,319+144.4% | $4,647+127.1% |
| Admin fee / account holder | $48 | $526-90.8% | $7,386-99.3% | $430-88.8% |