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.2+ years Filed as: STRATEGIC RETIREMENT PARTNERS, LLC Service code 17 · EIN 47-5334534 | Pension Consulting | $36,000 |
KESTRA INVESTMENT SERVICES LLC2+ years Filed as: KESTRA ADVISOR SERVICES Service code 28 · EIN 35-2552359 | Investment Management | $23,177 |
WELLS FARGO BANK, N.A.1 year Service code 19 · EIN 94-1347393 | Securities Custodian | $11,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,017 | $155,795-61.5% | $136,294-56.0% | $69,631-13.8% |
| Participation rate | 98.8% | 75.2%+23.6pp | 81.9%+16.9pp | 70.7%+28.1pp |
| Annual return | 9.03% | 232464.33%-232455.3pp | 5155.94%-5146.9pp | 27571.02%-27562.0pp |
| Employer contribution / active EE | $4,694 | $2,991+56.9% | $4,6950% | $2,032+131.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $151 | $128+17.7% | $9,243-98.4% | $110+36.7% |