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 | $29,797 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,382 |
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 | $91,350 | $47,126+93.8% | $149,673-39.0% | $74,419+22.8% |
| Participation rate | 90.7% | 63.4%+27.4pp | 78.8%+12.0pp | 70.7%+20.0pp |
| Annual return | 17.15% | 22.75%-5.6pp | 134.42%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $2,424 | $1,905+27.2% | $4,818-49.7% | $2,637-8.1% |
| Participant deferral / active EE | $5,055 | $2,728+85.3% | $5,680-11.0% | $4,528+11.6% |
| Admin fee / account holder | $93 | $343-72.9% | $13,210-99.3% | $348-73.3% |