Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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) | $7,024 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $6,288 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,070 | $79,184+50.4% | $102,438+16.2% | $74,546+59.7% |
| Participation rate | 91.2% | 74.8%+16.4pp | 76.5%+14.7pp | 67.2%+24.0pp |
| Annual return | 16.84% | 54.95%-38.1pp | 29.37%-12.5pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $5,476 | $2,362+131.8% | $3,024+81.1% | $2,624+108.7% |
| Participant deferral / active EE | $6,399 | $4,414+45.0% | $5,054+26.6% | $4,347+47.2% |
| Admin fee / account holder | $63 | $2,001-96.9% | $9,448-99.3% | $1,944-96.8% |