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 | $42,276 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $17,555 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,303 | $131,799-34.5% | $200,582-57.0% | $85,563+0.9% |
| Participation rate | 91.2% | 87.9%+3.3pp | 86.9%+4.3pp | 66.0%+25.2pp |
| Annual return | 16.49% | 21.59%-5.1pp | 42.33%-25.8pp | 31.51%-15.0pp |
| Employer contribution / active EE | $4,612 | $4,532+1.8% | $6,419-28.1% | $2,654+73.8% |
| Participant deferral / active EE | $4,861 | $7,702-36.9% | $9,331-47.9% | $4,375+11.1% |
| Admin fee / account holder | $89 | $235-62.2% | $16,305-99.5% | $834-89.3% |