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 8-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.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,545 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,843 | $84,487-1.9% | $125,339-33.9% | $66,914+23.8% |
| Participation rate | 89.0% | 76.4%+12.5pp | 82.4%+6.6pp | 69.8%+19.2pp |
| Annual return | -11.17% | -8.39%-2.8pp | 572.05%-583.2pp | 1.58%-12.8pp |
| Employer contribution / active EE | $4,370 | $3,553+23.0% | $4,814-9.2% | $2,544+71.8% |
| Participant deferral / active EE | $10,539 | $6,781+55.4% | $7,446+41.5% | $4,237+148.7% |
| Admin fee / account holder | $50 | $685-92.6% | $10,010-99.5% | $593-91.5% |