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 | $45,560 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $12,453 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,102 | $100,227-34.0% | $169,993-61.1% | $74,419-11.2% |
| Participation rate | 98.7% | 87.3%+11.4pp | 87.0%+11.7pp | 70.7%+28.0pp |
| Annual return | 16.17% | 66.08%-49.9pp | 53.37%-37.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,141 | $4,263-2.9% | $6,785-39.0% | $2,637+57.0% |
| Participant deferral / active EE | $4,582 | $7,143-35.8% | $10,408-56.0% | $4,528+1.2% |
| Admin fee / account holder | $86 | $234-63.2% | $12,815-99.3% | $348-75.2% |