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.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,897 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,925 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,024 | $104,631-44.5% | $98,439-41.1% | $80,160-27.6% |
| Participation rate | 96.2% | 87.5%+8.6pp | 75.2%+21.0pp | 72.9%+23.2pp |
| Annual return | 20.65% | 34.72%-14.1pp | 21.16%-0.5pp | 40.38%-19.7pp |
| Employer contribution / active EE | $1,884 | $4,517-58.3% | $3,048-38.2% | $2,978-36.7% |
| Participant deferral / active EE | $3,787 | $6,545-42.1% | $4,738-20.1% | $5,017-24.5% |
| Admin fee / account holder | $29 | $105-72.6% | $8,948-99.7% | $145-80.2% |