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 60 · EIN 04-2647786 | Sub-TA Fees | $99,753 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $29,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,204 | $95,274-17.9% | $135,903-42.5% | $74,419+5.1% |
| Participation rate | 93.9% | 78.2%+15.7pp | 81.9%+12.0pp | 70.7%+23.2pp |
| Annual return | 18.61% | 32.77%-14.2pp | 68.23%-49.6pp | 34.38%-15.8pp |
| Employer contribution / active EE | $2,457 | $3,874-36.6% | $4,856-49.4% | $2,637-6.8% |
| Participant deferral / active EE | $8,040 | $7,782+3.3% | $7,758+3.6% | $4,528+77.6% |
| Admin fee / account holder | $107 | $266-59.9% | $10,762-99.0% | $348-69.4% |