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.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,979 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$81,155 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,913 | $34,495+30.2% | $78,689-42.9% | $63,975-29.8% |
| Participation rate | 95.1% | 60.8%+34.3pp | 73.6%+21.5pp | 71.1%+23.9pp |
| Annual return | 6.97% | 11.62%-4.7pp | 62.18%-55.2pp | 48.65%-41.7pp |
| Employer contribution / active EE | $2,386 | $1,398+70.6% | $2,851-16.3% | $2,182+9.3% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $5 | $68-92.3% | $4,510-99.9% | $70-92.6% |