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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $37,517 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,260 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,809 | $72,607+56.7% | $90,749+25.4% | $66,914+70.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.61% | -12.28%-0.3pp | -12.16%-0.5pp | 1.58%-14.2pp |
| Employer contribution / active EE | $5,440 | $2,369+129.7% | $2,921+86.2% | $2,544+113.8% |
| Participant deferral / active EE | $6,305 | $3,977+58.5% | $4,564+38.1% | $4,237+48.8% |
| Admin fee / account holder | $223 | $707-68.4% | $8,445-97.4% | $593-62.4% |