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.2+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $115,477 |
Service code 21 · EIN 04-2647786 | Bank Trustee | -$214,702 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,143 | $107,045+77.6% | $108,745+74.9% | $63,975+197.2% |
| Participation rate | 97.5% | 81.9%+15.6pp | 77.7%+19.9pp | 71.1%+26.4pp |
| Annual return | 12.83% | 18.14%-5.3pp | 46.22%-33.4pp | 48.65%-35.8pp |
| Employer contribution / active EE | $4,757 | $2,651+79.5% | $3,323+43.2% | $2,182+118.0% |
| Participant deferral / active EE | $8,039 | $4,292+87.3% | $5,121+57.0% | $3,356+139.5% |
| Admin fee / account holder | -$34 | $67-150.9% | $6,144-100.6% | $70-148.5% |