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 25 · EIN 04-2647786 | Directed Trustee | $13,629 |
STRATEGIC ADVISORS, INC.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,504 |
Service code 49 · EIN 22-3734996 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,459 | $56,485+104.4% | $185,823-37.9% | $86,799+33.0% |
| Participation rate | 91.8% | 65.5%+26.3pp | 81.7%+10.1pp | 72.3%+19.5pp |
| Annual return | 15.55% | 118.04%-102.5pp | 122.05%-106.5pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,098 | $1,843-40.4% | $5,167-78.8% | $2,405-54.4% |
| Participant deferral / active EE | $4,297 | $2,553+68.3% | $5,568-22.8% | $4,131+4.0% |
| Admin fee / account holder | $57 | $150-61.9% | $16,237-99.6% | $170-66.4% |