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 |
|---|---|---|
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $11,898 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,138 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,070 | $65,435+72.8% | $86,677+30.4% | $66,914+69.0% |
| Participation rate | 97.1% | 75.5%+21.6pp | 76.6%+20.5pp | 69.8%+27.3pp |
| Annual return | -18.79% | -10.89%-7.9pp | 35.91%-54.7pp | 1.58%-20.4pp |
| Employer contribution / active EE | $3,549 | $2,153+64.8% | $2,836+25.1% | $2,544+39.5% |
| Participant deferral / active EE | $7,259 | $4,100+77.0% | $4,656+55.9% | $4,237+71.3% |
| Admin fee / account holder | $40 | $642-93.8% | $7,493-99.5% | $593-93.3% |