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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,172 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,241 | $95,918+48.3% | $151,611-6.2% | $77,904+82.6% |
| Participation rate | 98.8% | 88.7%+10.1pp | 87.5%+11.3pp | 73.7%+25.1pp |
| Annual return | -16.18% | -5.50%-10.7pp | 3.33%-19.5pp | 12.21%-28.4pp |
| Employer contribution / active EE | $10,400 | $4,330+140.2% | $6,166+68.7% | $2,848+265.2% |
| Participant deferral / active EE | $10,841 | $7,508+44.4% | $8,363+29.6% | $4,806+125.6% |
| Admin fee / account holder | -$43 | $93-146.4% | $11,616-100.4% | $133-132.6% |