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 | $31,884 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,637 | $71,516+82.7% | $98,439+32.7% | $71,457+82.8% |
| Participation rate | 97.6% | 72.7%+24.9pp | 75.2%+22.4pp | 67.9%+29.7pp |
| Annual return | 22.14% | 32.41%-10.3pp | 21.16%+1.0pp | 28.85%-6.7pp |
| Employer contribution / active EE | $6,619 | $2,399+175.9% | $3,048+117.2% | $2,588+155.8% |
| Participant deferral / active EE | $7,074 | $4,109+72.2% | $4,738+49.3% | $4,289+64.9% |
| Admin fee / account holder | $182 | $1,675-89.1% | $8,948-98.0% | $1,587-88.5% |