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.3+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $174,512 |
Service code 21 · EIN 04-2647786 | Bank Trustee | -$223,645 |
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 | $210,281 | $117,734+78.6% | $115,752+81.7% | $77,958+169.7% |
| Participation rate | 97.7% | 82.0%+15.6pp | 77.8%+19.9pp | 71.6%+26.0pp |
| Annual return | 12.91% | 17.65%-4.7pp | 19.41%-6.5pp | 20.87%-8.0pp |
| Employer contribution / active EE | $5,369 | $2,736+96.2% | $3,492+53.7% | $2,310+132.4% |
| Participant deferral / active EE | $9,017 | $4,435+103.3% | $5,204+73.3% | $3,537+155.0% |
| Admin fee / account holder | -$15 | $75-120.2% | $6,278-100.2% | $97-115.5% |