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.7+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $259,329 |
Service code 21 · EIN 04-2647786 | Bank Trustee | $43,888 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $251,863 | $164,864+52.8% | $453,369-44.4% | $93,030+170.7% |
| Participation rate | 97.5% | 84.2%+13.3pp | 78.0%+19.5pp | 73.9%+23.6pp |
| Annual return | 16.50% | 17.89%-1.4pp | 64.40%-47.9pp | 158.70%-142.2pp |
| Employer contribution / active EE | $6,720 | $3,519+91.0% | $4,070+65.1% | $2,706+148.4% |
| Participant deferral / active EE | $10,142 | $5,690+78.2% | $6,209+63.4% | $4,562+122.3% |
| Admin fee / account holder | $93 | $104-10.3% | $11,209-99.2% | $152-38.4% |