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.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $250,826 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $58,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,314 | $127,218+77.1% | $392,568-42.6% | $77,787+189.7% |
| Participation rate | 97.2% | 82.0%+15.1pp | 78.1%+19.1pp | 73.2%+23.9pp |
| Annual return | 20.29% | 25.27%-5.0pp | 24.42%-4.1pp | 32.57%-12.3pp |
| Employer contribution / active EE | $5,964 | $3,064+94.7% | $3,783+57.6% | $2,504+138.1% |
| Participant deferral / active EE | $9,178 | $4,820+90.4% | $5,985+53.3% | $3,967+131.3% |
| Admin fee / account holder | $89 | $89-0.3% | $6,260-98.6% | $100-11.3% |