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.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,139 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,788 | $148,970+34.1% | $136,007+46.9% | $199,7680% |
| Participation rate | 82.1% | 79.4%+2.7pp | 76.5%+5.6pp | 72.0%+10.1pp |
| Annual return | 19.26% | 27.07%-7.8pp | 579.32%-560.1pp | 34.26%-15.0pp |
| Employer contribution / active EE | $7,036 | $3,561+97.6% | $4,215+66.9% | $3,037+131.7% |
| Participant deferral / active EE | $8,146 | $6,140+32.7% | $7,024+16.0% | $5,090+60.0% |
| Admin fee / account holder | $20 | $144-85.9% | $6,858-99.7% | $269-92.4% |