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.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $15,594 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,081 |
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 | $131,952 | $76,050+73.5% | $96,544+36.7% | $71,457+84.7% |
| Participation rate | 95.5% | 74.4%+21.1pp | 76.0%+19.5pp | 67.9%+27.6pp |
| Annual return | 20.82% | 22.81%-2.0pp | 25.84%-5.0pp | 28.85%-8.0pp |
| Employer contribution / active EE | $4,185 | $2,244+86.5% | $2,965+41.1% | $2,588+61.7% |
| Participant deferral / active EE | $8,476 | $4,215+101.1% | $4,851+74.7% | $4,289+97.6% |
| Admin fee / account holder | $51 | $2,707-98.1% | $8,252-99.4% | $1,587-96.8% |