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 9-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) | $8,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,071 | $72,137+178.7% | $142,449+41.2% | $71,457+181.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 76.8%+23.2pp | 67.9%+32.1pp |
| Annual return | 20.32% | 21.15%-0.8pp | 19.99%+0.3pp | 28.85%-8.5pp |
| Employer contribution / active EE | $7,375 | $3,793+94.4% | $4,847+52.1% | $2,588+185.0% |
| Participant deferral / active EE | $10,296 | $5,280+95.0% | $6,283+63.9% | $4,289+140.1% |
| Admin fee / account holder | $70 | $1,433-95.1% | $10,011-99.3% | $1,587-95.6% |