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 4-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.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,966 | $88,890+0.1% | $102,423-13.1% | $77,643+14.6% |
| Participation rate | 99.4% | 80.9%+18.5pp | 76.5%+22.9pp | 70.6%+28.8pp |
| Annual return | 16.97% | 24.98%-8.0pp | 29.32%-12.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $9,904 | $2,698+267.2% | $3,023+227.6% | $2,726+263.4% |
| Participant deferral / active EE | $10,900 | $5,145+111.8% | $5,053+115.7% | $4,647+134.6% |
| Admin fee / account holder | $19 | $235-92.1% | $9,451-99.8% | $430-95.7% |