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 | $44,471 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $16,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,387 | $129,021-38.5% | $184,203-56.9% | $77,643+2.2% |
| Participation rate | 87.0% | 87.3%-0.3pp | 86.8%+0.2pp | 70.6%+16.5pp |
| Annual return | 13.44% | 33.27%-19.8pp | 28.81%-15.4pp | 31.24%-17.8pp |
| Employer contribution / active EE | $4,756 | $4,413+7.8% | $6,427-26.0% | $2,726+74.5% |
| Participant deferral / active EE | $4,516 | $7,297-38.1% | $9,131-50.5% | $4,647-2.8% |
| Admin fee / account holder | $94 | $254-63.1% | $13,901-99.3% | $430-78.3% |