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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $2,143 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $417 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,531 | $65,061+199.0% | $143,757+35.3% | $66,914+190.7% |
| Participation rate | 97.9% | 65.2%+32.7pp | 80.3%+17.6pp | 69.8%+28.1pp |
| Annual return | -16.93% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,854 | $2,361+190.3% | $4,951+38.4% | $2,544+169.4% |
| Participant deferral / active EE | $6,395 | $2,919+119.1% | $5,637+13.4% | $4,237+50.9% |
| Admin fee / account holder | $7 | $502-98.5% | $14,673-99.9% | $593-98.7% |