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 | $22,735 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $2 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,757 | $86,655+56.7% | $119,609+13.5% | $66,914+102.9% |
| Participation rate | 92.8% | 75.6%+17.2pp | 79.3%+13.5pp | 69.8%+23.0pp |
| Annual return | -18.49% | -8.00%-10.5pp | -14.97%-3.5pp | 1.58%-20.1pp |
| Employer contribution / active EE | $4,143 | $2,536+63.4% | $4,232-2.1% | $2,544+62.8% |
| Participant deferral / active EE | $9,093 | $4,358+108.7% | $5,602+62.3% | $4,237+114.6% |
| Admin fee / account holder | $157 | $755-79.2% | $10,323-98.5% | $593-73.6% |