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 | $49,392 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,239 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,387 | $86,897-30.5% | $151,611-60.2% | $64,808-6.8% |
| Participation rate | 98.0% | 87.3%+10.7pp | 87.5%+10.5pp | 71.5%+26.5pp |
| Annual return | -16.23% | -3.57%-12.7pp | 3.33%-19.6pp | 32.82%-49.1pp |
| Employer contribution / active EE | $3,952 | $4,010-1.4% | $6,166-35.9% | $2,506+57.7% |
| Participant deferral / active EE | $4,315 | $6,690-35.5% | $8,363-48.4% | $4,310+0.1% |
| Admin fee / account holder | $97 | $153-36.4% | $11,616-99.2% | $188-48.2% |