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.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $222,967 |
Service code 21 · EIN 04-2647786 | Bank Trustee | -$73,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,817 | $118,101+71.7% | $106,387+90.6% | $75,289+169.4% |
| Participation rate | 97.2% | 81.4%+15.8pp | 77.5%+19.7pp | 72.4%+24.8pp |
| Annual return | 3.38% | -2.42%+5.8pp | 0.25%+3.1pp | -0.04%+3.4pp |
| Employer contribution / active EE | $5,624 | $2,880+95.3% | $3,520+59.8% | $2,405+133.9% |
| Participant deferral / active EE | $9,285 | $4,681+98.3% | $5,421+71.3% | $3,739+148.4% |
| Admin fee / account holder | $41 | $85-51.0% | $7,510-99.4% | $102-59.5% |